Better Roadmap
Kestrel Industrial · B2B industrial automation
Illustrative, fictional company
What we found
- Marketing and sales work from different pictures of the ideal customer.
- AI is used every day, person by person, with no shared rules or methods.
- The pages buyers read before a first call get the least attention.
Moves in priority order
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Agree one definition of a qualified lead with sales.
The two teams judge leads by different criteria, so campaign results get argued over instead of used.
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Write down the rules for AI use across the team.
People already paste customer material into public tools and nobody has said what is allowed.
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Rewrite the main product pages around buyer questions.
Engineers and buyers read these pages before the first call, and right now the pages list features and skip the problems the systems solve.
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Build a shared prompt library for recurring content work.
Each person writes the same prompts from scratch, so quality depends on who did the task.
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Report on pipeline, not activity.
The monthly report counts posts and emails sent but it can't show which work leads to sales conversations, and this move can only start once move 1 is agreed.
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Not now: switching the marketing automation platform.
The data going into the current tool is the constraint, so a new platform would inherit the same problem. It's worth another look once move 5 is done.