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What questions should you ask during your one-on-ones with the demand generation and rev ops team during your first month at the company?

Tim Britt
Freshworks Senior Director of Channels EuropeApril 11

During your first month at the company as the Head of Sales, it's essential to have productive one-on-one meetings with the demand generation and revenue operations teams to align strategies, understand processes, and foster collaboration. Here are some questions you should consider asking during these meetings:

  1. Demand Generation Team:

    • What are the primary goals and objectives of the demand generation team?

    • Can you walk me through the current demand generation strategy and tactics being used?

    • What channels and tactics are most effective in generating leads and driving customer acquisition?

    • How are leads qualified and passed to the sales team for follow-up?

    • Are there any areas of opportunity or challenges that the demand generation team is currently facing?

    • How can the sales team better support the demand generation efforts, and vice versa?

  2. Revenue Operations (RevOps) Team:

    • What is the role of the revenue operations team within the organization?

    • Can you provide an overview of the current sales processes and workflows?

    • How are leads and opportunities managed within the CRM system, and what data is being tracked?

    • Are there any gaps or inefficiencies in the current sales operations that need to be addressed?

    • What tools and technologies are being used to support sales operations, and are there any opportunities for optimization or integration?

    • How can the sales team collaborate more effectively with the revenue operations team to improve efficiency and effectiveness?

  3. Alignment and Collaboration:

    • How can we ensure alignment between the sales, demand generation, and revenue operations teams to achieve common goals?

    • Are there regular meetings or touchpoints where the three teams can collaborate and share insights?

    • What metrics or KPIs should we track collectively to measure the success of our efforts and identify areas for improvement?

  4. Future Initiatives and Opportunities:

    • Are there any upcoming initiatives or projects that the sales team should be aware of?

    • How can the sales team contribute to the success of these initiatives, and what support will be needed from other teams?

    • Are there any emerging trends or opportunities in the market that the sales team should be leveraging?

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