What is actually being argued about
Marketing measures whether a lead matched the criteria it was given. Sales measures whether the lead became revenue. Both are correct measurements of different things, and neither team is being unreasonable — the definitions between them were never written down.
Underneath the argument there are usually three real defects: qualification criteria that describe interest rather than fit, a handoff that transfers a name without context, and no closed loop, so marketing optimises on the only signal it can see — volume.
Settle the definitions
A qualified lead is an observable state, agreed by both functions, testable by a third person. Build it from four components and keep each one answerable from evidence:
| Component | Bad version | Workable version |
|---|---|---|
| Fit | Looks like our customer | Industry, size band and geography inside the written target list |
| Need | Interested in what we do | Stated a problem our offer addresses, captured in a field |
| Timing | Wants to move soon | Named a decision window or an event forcing one |
| Access | Seems senior | Contact is the decision-maker, or named who is |
Fix the handoff
A handoff is a contract with six parts: trigger, owner, required input, standard, deadline, escalation. Written like this, most lead-quality disputes become visible as missing input rather than bad leads.
- Trigger
- The record meets the written qualification criteria — automatically detected, not manually judged where possible.
- Owner
- A named sales owner assigned at the moment of transfer, with a fallback.
- Required input
- Source, qualification answers, intent signal, and anything promised to the customer.
- Standard
- What sales does with it: first contact within the response standard, disposition recorded within a set period.
- Deadline
- When the record returns to marketing if untouched, rather than aging silently in a rep's list.
- Escalation
- Who is notified when the standard is breached, and what they do about it.
Close the loop
Make disposition mandatory and structured
Every transferred lead ends in a defined state with a reason from a fixed list. Free-text reasons cannot be counted, and anything that cannot be counted cannot change a campaign.
Report rejection reasons back to marketing weekly
'Not the decision-maker' and 'wrong industry' point at targeting. 'No answer after five attempts' points at response process. Different reasons, different owners, different fixes.
Review the criteria on a fixed cadence
Monthly for the first quarter, then quarterly. The criteria are a living agreement, not a policy document — markets and offers move.
Publish one funnel report
One table, both teams, same numbers: leads, qualified, accepted by sales, opportunities, won. Disagreement about the arithmetic ends when the arithmetic is shared.
What good looks like
- Both teams quote the same qualified-lead number without checking with each other.
- Rejection reasons are structured and reviewed monthly.
- Untouched leads return to marketing automatically rather than aging in a private list.
- Criteria changes are dated, and everyone can see the current version.
Related work
The implementation sequence is in the marketing-to-sales handoff playbook. The definitions belong in the CRM; the vocabulary is in the glossary under MQL and SQL.
