Sales & Marketing: Analyze the full lead-to-customer lifecycle, including CRM and campaign management.

Mapping Sales & Marketing Department's Core Business Processes

This crucial task within our Phase 0: Discovery & Learning will establish the foundation for implementing Notion as your digital headquarters. By methodically mapping the Sales & Marketing department's core processes, we'll ensure that your Notion workspace accurately reflects how your team operates, communicates, and delivers value.

Why This Process Mapping Is Essential

Before we can build an effective Notion system, we need to thoroughly understand the unique operational patterns of your Sales & Marketing department. This isn't just about documenting current workflows—it's about identifying opportunities to enhance collaboration, streamline operations, and unlock new capabilities.

This mapping process will reveal:

• Information flow patterns: How leads are generated, qualified, and converted into customers, and how marketing campaigns support this journey
• Collaboration touchpoints: Where Sales & Marketing interact with other departments (Operations, Finance, etc.) and where handoffs occur
• Decision-making frameworks: How marketing initiatives are prioritized, approved, and evaluated
• Resource allocation methods: How budgets are assigned, tracked, and optimized across campaigns and sales activities

Our Approach to Mapping Sales & Marketing Processes

We'll take a structured yet flexible approach to documenting your department's core processes:

1. Comprehensive Discovery Sessions

We'll conduct targeted interviews with key stakeholders in Sales & Marketing to understand:

• Lead management lifecycle: How potential customers are identified, nurtured, and converted
• Marketing campaign development: The journey from concept to execution to analysis
• Content creation workflows: How marketing materials are conceptualized, created, approved, and distributed
• Sales pipeline management: How opportunities are tracked, forecasted, and closed
• Analytics and reporting: How performance is measured, analyzed, and used to inform strategy

2. CRM System Assessment & Integration Planning

We'll thoroughly evaluate your current CRM implementation to understand:

• Data structure analysis: How customer information, interactions, and relationships are currently organized
• User adoption patterns: Which CRM features are most utilized and which are underutilized
• Integration touchpoints: How your CRM connects with other tools in your tech stack
• Reporting capabilities: What insights are currently extracted and what additional insights are needed
• Automation opportunities: Where Notion can enhance or streamline CRM-dependent workflows

3. Identifying Pain Points and Opportunities

During our mapping process, we'll specifically look for:

• Communication bottlenecks: Where are important details getting lost between Sales and Marketing teams?
• Manual redundancies: Are team members manually transferring data between systems or repeatedly performing tasks that could be automated?
• Tool fragmentation: How many different platforms is your team using, and where is information siloed?
• Knowledge gaps: Where do team members struggle to find information they need to perform effectively?

4. Documenting Cross-Departmental Dependencies

We'll pay special attention to how Sales & Marketing interacts with other departments:

• Sales → Operations: How customer requirements are communicated for fulfillment
• Marketing → Finance: How campaign budgets are requested, approved, and tracked
• Sales & Marketing → Executive Team: How performance is reported and strategic decisions are made

Expected Outcomes

This mapping exercise will produce several valuable deliverables:

• Visual process maps: Clear diagrams showing information flow, decision points, and handoffs
• Stakeholder responsibility matrix: Who owns which parts of key processes
• Tool inventory: Current systems used throughout Sales & Marketing workflows
• Pain point register: Prioritized list of challenges and inefficiencies to address
• Integration requirements: Which external systems will need to connect with Notion

How This Fits Into Your Broader Notion Implementation

This Sales & Marketing process mapping is a critical component of our overall analysis phase. It will directly inform:

• Database structure design: Creating the right relationships between customers, leads, campaigns, and content
• Workflow automation planning: Identifying where Notion can reduce manual tasks
• Cross-departmental connection points: Ensuring seamless information flow between teams
• Dashboard requirements: Determining what metrics and KPIs should be front and center

Time Estimation Breakdown

Below is a detailed breakdown of the estimated consultant hours required to complete this Sales & Marketing process mapping project:

Timeline Considerations

This work will be completed over approximately 4-6 weeks, depending on:

• Stakeholder availability: Access to key personnel for interviews and review sessions
• System complexity: Depth and breadth of existing CRM implementation and marketing tools
• Documentation quality: Availability of existing process documentation to build upon
• Decision-making speed: How quickly feedback and approvals can be processed

We recommend allocating 80-85 hours in your project budget to ensure comprehensive coverage while maintaining flexibility for unexpected complexities that may arise during discovery.

Moving Forward: From Mapping to Implementation

Once we've thoroughly mapped your Sales & Marketing processes, we'll integrate these insights with similar findings from other departments to create a holistic view of your organization's workflows.

This comprehensive understanding will enable us to design a Notion workspace that truly serves as your centralized operational hub—eliminating information silos, reducing manual work, and creating a single source of truth for your entire team.

The insights gained during this mapping phase will directly inform our database architecture, page structures, and automation design in the subsequent implementation phases, ensuring that your Notion workspace isn't just a digital tool, but a strategic asset that enhances how your Sales & Marketing team works.