Unified Revenue Team Map · Heading pillar
One team, one story, one number.
Chapter 7 of Velocity makes the case that unifying sales and marketing into one Revenue Department is how growing businesses escape the silos problem. This tool is the operating document for that unified team — who owns what across marketing, sales, RevOps, and account management so nothing falls through the cracks.
10–15 minutes · Free · No account
What you’ll leave with
The revenue team that unifies marketing, sales, and retention.
- Five seats, pre-filled. Director of Revenue / FRE, Marketing Lead, Sales Lead, Revenue Operations Lead, and Account Management Lead — with book-grounded missions, three metrics, and five responsibilities each. Keep, edit, or add custom roles.
- A weekly rhythm. The standing meeting where all four functions look at the same numbers together. Day, time, duration, attendees, and a six-item default agenda you can edit.
- A quarterly reflection. Three dates every 90 days for your leadership to walk each seat together. Calendar events and a pre-drafted team email are generated for you.
Start your map
Seven fields. Then the real work.
From the book
Marketing and sales as one department.
When marketing and sales report to different leaders, the business doesn’t have a revenue team — it has two departments competing for credit. The fix isn’t more meetings. The fix is a single owner over both functions with one scoreboard. That’s what the Director of Revenue / Fractional Revenue Executive role exists to solve.