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Episode 13, Part 2 - Aligning Marketing, Sales, and Customer Success with Teresa Allan
14th February 2025 • The Growth Workshop Podcast • Southwestern Family of Podcasts
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In part 2 of this discussion, Magnus Consulting's Managing Partner Teresa Allan presents a structured framework for aligning your teams against "The 7 P's Framework: Priorities, Planning, Positioning, People, Processes, Platforms, and Performance.” She emphasises the need for unified goals, cross-functional collaboration, and shared ownership of outcomes to overcome common misalignments. By integrating these elements, businesses can achieve measurable improvements in efficiency, customer retention, and revenue growth, fostering a more cohesive and productive working environment.

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Matt Best:

Welcome back, and we're here to continue our

Matt Best:

conversation with Teresa Allen on the Growth Workshop Podcast.

Matt Best:

Jonny?

Jonny Adams:

Working in a B to C firm for 10 years as a sales

Jonny Adams:

director, I think, and this is no thought of the organization

Jonny Adams:

minister, in case they're listening. But I don't think I

Jonny Adams:

sat in a brand conversation. And aren't we the brand in

Jonny Adams:

businesses? Am I not stepping out after, after working,

Jonny Adams:

someone goes, what do you do for a job? And you talk about that.

Jonny Adams:

I'm curious about one thing. I was going to spin this up a

Jonny Adams:

little bit. I'm going to ask each to answer with sort of one

Jonny Adams:

response. We talked about alignment, which is, let's be

Jonny Adams:

honest, we found it quite hard, right as a group, which is

Jonny Adams:

interesting. I'm sure other other businesses find that

Jonny Adams:

clearly hard as well. But if we had to summarize each of us.

Jonny Adams:

What is that one problem of why the functions don't align? What

Jonny Adams:

would be the one thing that you would come across as an I'll

Jonny Adams:

start so I think logic and emotion kicks in quite a lot. So

Jonny Adams:

logically, if we had a population of 100 people and

Jonny Adams:

said, Look, would it be, would it be sensible to align these

Jonny Adams:

functions and align the funnel and the brand and all of that.

Jonny Adams:

Yes, people are far more weighted towards emotion, and

Jonny Adams:

therefore, my opinion is the problem stems from the people

Jonny Adams:

function. That's that that's creating, or meant to be

Jonny Adams:

creating, that alignment, because we're so emotionally

Jonny Adams:

driven on our upper and personal gains. That's where, I think,

Jonny Adams:

summary of the problem of misalignment in those functions.

Teresa Allan:

Yeah, I totally agree. I think it is. It does

Teresa Allan:

come back to to people. I mean, it comes back to communication,

Teresa Allan:

ultimately, and I think it also comes down to shared goals or

Teresa Allan:

lack of you know, people are incentivized, especially sales,

Teresa Allan:

to do what they need to do, and they're compensated and

Teresa Allan:

motivated in that way. Marketing don't have that customer success

Teresa Allan:

due to a certain extent, but the measurements different. So until

Teresa Allan:

that changes, people are going to keep showing up for work and

Teresa Allan:

doing what's going to pay the bills and get them to go on a

Teresa Allan:

nice, swanky holiday.

Matt Best:

Sounds like a cop out, but that was I was going to

Matt Best:

go with the with the holiday piece. No, I was going to go

Matt Best:

with the goals piece as well. I think quite often, even worse

Matt Best:

than alignment. We've actually got misalignment. You know,

Matt Best:

sales incentivized to win, perhaps wouldn't work at all

Matt Best:

costs, not always right, but wouldn't work at all costs. CS

Matt Best:

incentivized to retain. So we're trying to retain a customer that

Matt Best:

was mis sold. I think, like, that's a key thing, and I but

Matt Best:

actually, I would maybe say to sort of help support that. And I

Matt Best:

think one of the things is this is the conflicting priorities as

Matt Best:

you carry on up through the thread. I think if you're just

Matt Best:

aligning at the CEO, it's gone too far. And I think, like,

Matt Best:

that's probably the thing that to sort of take that, I guess,

Matt Best:

that metrics and that goals and objectives thing just that one

Matt Best:

step further. And if everyone feels aligned to that customer

Matt Best:

centric outcome, I think that goes a long way.

Jonny Adams:

I mean, the journey we've been on today's I mean,

Jonny Adams:

I'm a massive advocate of aligning this function. I've

Jonny Adams:

seen it work really badly, and the and the impact, I've seen it

Jonny Adams:

work okay, and it's got better. And I'm and I'm a consultant now

Jonny Adams:

with you two as well, and we're trying, but it's still hard. We

Jonny Adams:

know that there are aspirations to align those functions. There

Jonny Adams:

are issues, as we've just summarized there and spoken

Jonny Adams:

about. But if we were to put a framework together, what would

Jonny Adams:

be the framework, Teresa, that you think would be valuable for

Jonny Adams:

people who are listening, that they could start to maybe sketch

Jonny Adams:

out and start to use anything you would use when trying to

Jonny Adams:

align those functions?

Teresa Allan:

So we created, along with yourselves, a seven

Teresa Allan:

P's framework that helps work through this and bring unity

Teresa Allan:

across all the three functions. So starting with priorities,

Teresa Allan:

which essentially looks at the potential externally in the

Teresa Allan:

market opportunities. So is there a market there, where's

Teresa Allan:

the drive coming from? Who else is playing there? Do we have a

Teresa Allan:

right to play which ultimately kind of sets us up for success,

Teresa Allan:

or makes us realize that we're probably in the wrong pace and

Teresa Allan:

need to go somewhere else. Funny enough, gets looked over quite a

Teresa Allan:

lot, and everyone just keeps running. And secondly, it's then

Teresa Allan:

bringing that plan together. So once we've got an understanding

Teresa Allan:

of the customer, the need, the competitors, how do we bring our

Teresa Allan:

go to market plan together and then comes from that

Teresa Allan:

positioning? So do we have the right message to the right

Teresa Allan:

audience to deliver at the right time, and are we consistent

Teresa Allan:

across that journey that we talked about earlier to make

Teresa Allan:

sure that we're all showing up and giving the prospect to a

Teresa Allan:

customer the a consistent experience? Once we've got that

Teresa Allan:

in place, we then move internally to have a look at the

Teresa Allan:

people. So do we have the right people with the right

Teresa Allan:

capabilities in the right roles, and what do they need to be

Teresa Allan:

upskilled? Do we get need to outsource or get new talent in

Teresa Allan:

to enable our go to market strategy to happen? Then we look

Teresa Allan:

at processes. So what's the interconnection between all of

Teresa Allan:

the three different functions? What's the handoff? What's the

Teresa Allan:

role? Just simply defining the roles, and then the process

Teresa Allan:

between it. And how do we create those feedback loops that we can

Teresa Allan:

ultimately optimize on the insights that we're learning

Teresa Allan:

from each one of those along the journey to feed it back to the

Teresa Allan:

top and make sure that the plan is still correct, right? And

Teresa Allan:

then we move to. Platforms, do we have the right tech in place?

Teresa Allan:

And is the tech connected up? I mean, often we see, we know the

Teresa Allan:

CRM, it's not utilized properly. People aren't putting things in

Teresa Allan:

the right time, in the right way. We can't pull out the right

Teresa Allan:

reports. Marketing is as has a has a different CRM to sales,

Teresa Allan:

it's not connected up. So that that's a huge challenge. It's a

Teresa Allan:

whole project in itself, and then underpinning all of that is

Teresa Allan:

performance, which ultimately is what we're all aspiring to get

Teresa Allan:

right, right. So are have we set those unified KPIs? Are we able

Teresa Allan:

to measure them correctly, and how is then that feeding back

Teresa Allan:

into that continuous loop to make sure all of those pieces

Teresa Allan:

are working well together?

Jonny Adams:

So the priorities, planning, which is really

Jonny Adams:

important as we talk about proposition. And then we've got

Jonny Adams:

the people, process and platforms, platform enablement,

Jonny Adams:

performance being the seventh P putting together, that's the

Jonny Adams:

alignment buckets. And then what at the output is, is the

Jonny Adams:

performance tracking through inputs and outputs, and then

Jonny Adams:

that holistic element of pulling together the teams, and as we

Jonny Adams:

spoke about before, putting together, that people function

Jonny Adams:

to deliver against it?

Teresa Allan:

Yeah, absolutely. But that has to be done all

Teresa Allan:

together. It can't be done the separate rooms and then come

Teresa Allan:

together and they will. We've got a plan. We've got a plan.

Teresa Allan:

It's, it's a singular plan with everybody really kind of getting

Teresa Allan:

behind it and having clarity of their role within it.

Jonny Adams:

What are the expected outcomes of a biz for a

Jonny Adams:

business and individuals, if they were to sort of nail the

Jonny Adams:

alignment. Like, what? What are the outcomes for people in the

Jonny Adams:

business? Like, if we were to get those six, seven P's nailed,

Jonny Adams:

what would be it?

Matt Best:

For me, it's imagining the opposite, where

Matt Best:

it's not aligned, and everybody pulling the amount of wasted

Matt Best:

effort and the amount of wasted energy and the amount of dropped

Matt Best:

balls and dropped customers, yeah, that is a result of not

Matt Best:

having that. And I think if you look at your business

Matt Best:

initiative, and assume that you lose, you know, 25 to 40% in

Matt Best:

that but that's your opportunity. So for me, that's

Matt Best:

where that comes from, because it's pulling that kind of

Matt Best:

efficiency. And then there's boosters, because at the front

Matt Best:

end, you're doing more sophisticated market sizing that

Matt Best:

you talked about there Teresa, in terms of that work at the

Matt Best:

top, that is just is so critical to team everything else up. So

Matt Best:

yeah, I think that those are probably the two things for me.

Matt Best:

What about you?

Teresa Allan:

Well, you know, there's loads of research out

Teresa Allan:

there that shows that if you can align all of these functions,

Teresa Allan:

you're going to have better results. So who doesn't want

Teresa Allan:

kind of twice as much revenue, like, literally, can can do that

Teresa Allan:

or and who doesn't want profit that can be increased by 2.4

Teresa Allan:

times. I mean, it's no brainer. And I think, you know, that's,

Teresa Allan:

that's the basis of kind of why we've created this framework. Is

Teresa Allan:

in the world where there's constant disruption and constant

Teresa Allan:

transformation. And, you know, people coming in, left, right

Teresa Allan:

and center, and customers changing and control what you

Teresa Allan:

can control internally and get that working really well. And

Teresa Allan:

actually you can have much more of a predictable and better

Teresa Allan:

performing performance, essentially.

Jonny Adams:

And I was going to look at it from a personal

Jonny Adams:

perspective, right? And I think back at being on client side or

Jonny Adams:

working a consultancy like I have done for the last five

Jonny Adams:

years, the hardest part is collaborating with other

Jonny Adams:

departments. I think if that, if that comes together, actually, I

Jonny Adams:

could probably do more of less. I could enjoy my time outside of

Jonny Adams:

work. I can enjoy my time with my family, with friends, you

Jonny Adams:

too. But the important part is actually, for personally, I

Jonny Adams:

think I could get more done with what the time I've got.

Teresa Allan:

But you'll also enjoy work more too, because

Teresa Allan:

there'll be less tension, more fun.

Matt Best:

More fun. Bring the fun back to CSC, fantastic. I

Matt Best:

think that's a really great place to finish, as we think

Matt Best:

about the outcomes, right? And we think from the from the

Matt Best:

audience's perspective, listen. And thank you, as always, to

Matt Best:

everybody who's dialed in or tuned in to listen today. But if

Matt Best:

you're not thinking in this way in your business, clearly you

Matt Best:

need to, and I think that soon feels like the message and and

Matt Best:

thinking about joining all of those areas together and how

Matt Best:

that can really impact your your performance. So Teresa, it's

Matt Best:

been fantastic to see you again, and thank you so much for

Matt Best:

joining us on the growth workshop podcast today. On

Matt Best:

behalf of Jonny and I, we really enjoyed it.

Jonny Adams:

Yeah.

Teresa Allan:

Thank you.

Jonny Adams:

Thank you, Teresa.

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