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Maybe it’s because lead gen marketers take too much credit for the deals that the sales team closes. Maybe it’s because the leads coming in from marketing are totally worthless. Whatever the reason, salespeople, I want to tell you something important: Marketing is your wingman.
We marketers are here to help you seal the deal. We want to warm up the prospect, tell them why they should listen to you, and support you in whatever you need as you’re trying to build the relationship.
Inbound marketing, in particular, is the method of marketing that is most focused on being the ultimate wingman. As a marketer, I do recognize that sometimes we can be the Liz Lemon of wingmen rather than the Ryan Gosling in Crazy, Stupid, Love of wingmen. But the good news is, if your marketing team is a Lemon, you can help them become a Gosling. Keep reading and I’ll discuss the inbound marketing activities that sales reps need to understand, and how sales teams can help us improve those activities so that we can get better at helping you.
Inbound marketing is the concept of creating highly relevant content to attract, engage, and delight your customers at each stage of the buyer journey, push them down the marketing and sales funnel, and warm them up for the sales rep to close.
Rather than interrupting people with cold calls or generic ads, inbound marketing earns attention through search, social, referrals, and education. The core idea is to solve real problems first—then introduce how your product fits once trust is established. Inbound programs lean on owned channels like your website, blog, email, and community, which compound in value over time. Because prospects self‑select, inbound leads tend to be warmer, more informed, and closer to intent. For sales teams, that means better conversations, shorter cycles, and a pipeline that’s easier to forecast.
Inbound marketing works by guiding buyers through a loop of attract → engage → convert → delight:
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When all is said and done, the marketing team’s job is to make the sales team’s job easier—by generating and qualifying leads before they ever book a demo. The best marketing/sales partnerships come about by mutual understanding and cooperation.
So here are 6 essential inbound marketing terms you need to know as a sales representative, plus ways you can assist to ensure your marketing team has everything they need to be successful.
A buyer persona is a collection of all the information marketers need to know about their buyers in order to effectively reach them. That information can span anything from a customer’s preferred product features and pain points to their age range and favorite TV show.
Writing one or more buyer personas is the first thing an inbound marketing team should do. These buyer personas will guide all the inbound marketing team’s strategy and efforts, from which social accounts they use to which keywords they write content for.
You talk to real, live prospects and customers every day, so we need you to tell us the important details that many of our customers have in common, and observations about how our customers behave. The more fleshed out your buyer persona is, the easier it is for a marketer to create relevant content for them (and therefore generate better leads). You can help us make sure that our persona describes a real, fully actualized person.
Think of the marketing funnel as attached to the top of the sales funnel. At the top of the funnel, we pull in people who are only just becoming aware that they have a problem that needs to be fixed. At that point, we’ll work them through the early stages of learning what that problem is and how to fix it.
Then, we’ll move those leads into a stage where they learn how our product can help them. The next stage is where they are considering our product among others, and that’s the stage that pushes leads into your active sales funnel. Here’s a fabulous visualization of the sales and marketing funnel, via Kissmetrics:

Kissmetrics
There can be some overlap between the evaluation and commitment segments of the funnel. As teams, we need to work together to clearly establish what we mean when we consider a lead to be in the evaluation segment and when we consider them to be in the commitment segment, so that nobody steps on anybody else’s toes. One of the best ways to do this is to formally define our SQLs (put a pin in that—I’ll have a lot more to say about SQLs soon).
Your marketing team will create content such as blog posts and whitepapers to publish online, meant to attract leads in the awareness stage. These articles will be built around keywords that your potential customers are searching for, so they can be discoverable when your prospects begin looking for help. (The keywords, of course, are determined in part by using the buyer persona.)
These blog topics can range from providing help for a prospect who already knows their problem can be solved by a product like yours, to a topic for a potential customer who doesn’t even really know they have a problem yet.
For example, the marketing team for a point-of-sale software company will write about topics like, “what is POS software?” The topics all the way at the tippy top of the funnel will give your potential customers awareness about your brand months or even years before they need you.
Related: Creating Sales Enablement Content That Converts
The best way you can help us is by telling us what kind of content you need. Whether you have a lot of customers asking for case studies on our product, or you’ve noticed that most of your customers have some questions that a white paper would provide good answers to, you actually understand what our contacts are specifically looking for when it comes to content. Don’t hesitate to tell us. We’ll make you content for your pitches, or we’ll make content that can be added to the nurturing process. Whatever helps you close more sales!
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MQLs, SQLs, subscribers—these are all terms we marketers toss around to refer to the contacts we’ve acquired and are nurturing. Sales and marketing teams tend to use their own lingo, so your team may not use all of these terms. Here’s a quick set of definitions:
See also: PQLs (product qualified leads)
Of all these names, the place where we really need your help is in defining SQLs. Sales teams should share with marketing which actions/qualities a lead absolutely must have in order to be considered an SQL. Conversely, you should also share which qualities mean the lead is no good.
For instance, if your product is meant for medium-sized businesses, you should let your marketing team know that any leads with less than 50 people at the company are no good. The marketing team can then create an automation that excludes those leads from becoming SQLs (though they may continue to quietly nurture them for when they hit that 50 person minimum in the future).
When sharing feedback about SQLs (both good and bad), do your best to figure out specifically why the leads are poor quality or good quality. Because we’re determining SQLs using granulated, automated data, the more specific information you give us, the better we can do for you. No piece of data is too small. You got a number of leads coming in that are poor quality exclusively because they’re already using a software that your product doesn’t integrate with? That might seem insignificant but we can segment for that! We just have to know.
Lead scoring is this really nifty thing marketing automation systems can do to make it easy to track MQLs and SQLs. Essentially, the marketer assigns actual point values to actions a contact takes on your site and pieces of data they provide. A score will then be assigned for MQLs and SQLs.
For example, you can decide that when a contact reaches 50 points, they’ll be considered an MQL, and when they make it to 100 points you can graduate them to an SQL. A visitor attending a webinar on your site could be assigned 10 points and they could earn another 10 if they reveal that their company has the ideal amount of employees. Conversely, revealing that their company has far fewer employees than your minimum threshold could penalize them 50 points (preventing the lead from becoming an SQL even if all other points are achieved).
Related: What’s the difference between lead scoring and lead confidence?
Again, we need you to help us define what makes an SQL for us. You can help us assign values to those actions and qualities that make an SQL an SQL. Is there a certain form on the site that correlates with highly interested and qualified prospects? We want to assign that action a super high value. Is there a webinar people attend that doesn’t really do as much to get a prospect to close as other webinars? Let’s assign that a fairly low value.
Lead scoring can and should be adjusted fairly regularly as companies are always updating content, forms, and even sales processes. Just because the system’s already been defined doesn’t mean we don’t want to keep hearing from you. If you think there’s a way to improve our scoring and therefore our SQLs, speak up!
I’ve dropped the word “nurturing” and “nurture” a number of times now—but what do I mean by that?
Well, bringing it back to the original wingman metaphor, lead nurturing is the conversation your wingman would have with your crush to talk you up and figure out if they’re actually interested in you.
Lead nurturing officially begins when the contact initially hands over their email address (and whatever else you first ask for). What happens after that depends on where in the funnel you acquired their contact information, but I’ll share what a typical nurture flow can look like. We’ll go back to the POS software company for this example.
It begins when an SMB retail owner shares their email address on a blog post for the keyword “retail returns tracking,” in exchange for a white paper on loss prevention tips. In response, your marketing automation system triggers an email to them with that white paper download, as well as brief paragraph introducing them to your company.
Three days later, another email is triggered in the workflow with a different post you have about how retail CRMs can track returns making it easier for customers, but also helps the store track loss. When the retailer clicks this link, they’re placed in a workflow designed to get them to attend a webinar on loss prevention (in which you will highlight that modern POS technology is fundamental to loss prevention). They will continue to receive emails inviting and encouraging them to attend that webinar until they either attend or don’t answer for so long that they’re considered disengaged.
This slow drip of different helpful information (mixed with plugs for your product that get less subtle over time) will continue until the contact has hit the right score to be considered an SQL. The contact may hop over parts of the nurturing flow as well, by filling out a high-value form faster than expected or some other signal of interest and intent.
We need your help for quite a bit of building our workflows. First, flows are usually built around lead scoring. High-value activities and data become goals for nurture tracks (meaning that a contact will receive only emails focused on getting them to take a single action until they take that action).
Second, low-in-the-funnel flows are often just the automated version of emails you the salesperson would have sent to a prospect you were trying to get in contact with before your marketing automation system was put in place. We want to hear from you about what you did—what worked and what didn’t. By talking to us about your successes, failures, and preferences, we can put together a set of emails, forms, etc. that ensure that by the time we pass a contact off to you, they are totally ready to hear your sales pitch.
Looking for more ways to work with your marketing team so you can close more deals together? These 10 tips can help you improve collaboration between sales and marketing to enhance your strategies and improve results:
1. Align on one shared outcome
Set one shared outcome that both teams own, rather than two competing scorecards. Define what success looks like, and document how activities from each team ladder up to that outcome so everyone sees their role. Review progress together in a live dashboard to keep conversations anchored in facts, not opinions.
2. Agree on an Ideal Customer Profile (ICP) and personas
Co‑author a one‑page ICP that covers firmographics, pains, buying triggers, and disqualifiers. Add 2–3 personas with goals, objections, and content preferences so messaging and handoffs stay consistent. Store these documents where both teams work and link them in campaign briefs. Then revisit your ICP quarterly as win/loss data reveals emerging patterns.
3. Define a universal lead definition and handoff procedure
Write down exactly what qualifies as an inquiry, MQL, SQL, and opportunity—including scoring thresholds and intent signals. Specify the required fields for a handoff (company, role, problem, timeline) so reps aren’t guessing. Set time‑bound follow‑ups (e.g., high‑intent demo requests in 1 hour, all others within 24 hours) and agree on ownership. Include a recycling path with reasons so marketing can improve targeting and nurture tracks.
The B2B Marketer’s Toolkit collects 120+ of the best lead generation tips ever published on the Nutshell blog. Download it today!
4. Standardize campaign and content briefs
Use a shared brief template that captures audience, core insight, promise, offer, CTA, channels, timeline, and KPIs. Always add a “What this means for sales” section with talking points and follow‑up plays. Share the draft brief early to collect field feedback before production begins. Close the loop with a post‑launch readout that highlights lessons and next steps.
5. Build a shared message house
Create a simple message house with a unifying narrative, three proof pillars, and key differentiators. Pair each pillar with customer evidence and an objection‑handling snippet sales can use. Keep one canonical version in your enablement hub so decks, emails, and ads stay aligned. Update it when positioning or competitive dynamics change, and announce updates like product release notes.
6. Install a two‑way feedback loop
Make it easy for reps to submit customer questions, reasons for lost deals, and competitor intel, and for marketing to share campaign context and new assets. Use a short form with tags so feedback is sortable and actionable. Commit to publishing monthly syntheses with recommended actions, then celebrate when a field insight directly shapes a campaign or product tweak.
7. Enable closed‑loop reporting
Integrate your CRM and marketing automation so every campaign touch ties to opportunities and revenue. Standardize UTM and campaign naming to avoid data silos and finger‑pointing. Build shared dashboards for lead quality, speed‑to‑lead, conversion by segment, and content influence. Use the insights to decide what to scale, pause, or fix—together.
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8. Run consistent joint rituals
Hold a 30‑minute weekly “pipeline and programs” stand‑up with a tight agenda and rotating facilitator. Add a monthly retro to unpack wins, losses, and experiments, and a quarterly planning session to set themes and budgets. Publish notes and decisions in a shared document so absent teammates stay informed. Protect this cadence like a customer meeting—it’s where alignment actually happens.
9. Maintain a living enablement library
Centralize battlecards, discovery questions, email templates, objection handling, and competitor snapshots in one searchable place. Create custom versions of your assets, date‑stamp them, and archive old materials to prevent mixed messages. Announce updates via brief release notes and quick videos so reps know what changed and why. Track asset usage and tie key pieces to revenue influenced by them to guide future investments.
10. Set channel norms and escalation paths
Create a single shared Slack/Teams channel for sales/marketing communication and document response expectations. Define when to use asynchronous updates versus live meetings and who to @-mention for what. Establish an escalation path for blockers (owner, time limit, decision maker) so issues don’t linger. Keep the tone constructive and data‑first to build trust over time.
Expect initial website traffic increases within 3-4 months, but meaningful lead generation typically takes 6-7 months. Most companies (92%) see increased leads within their first year, with sales conversions usually starting around month 7-8. B2B companies with longer sales cycles should plan for 9-12 months to see substantial ROI.
Industry standards suggest allocating 2.5% of annual revenue for inbound marketing. For a $2 million company, that′s roughly $50,000 annually. This covers content creation (60-70% of budget), marketing software like Nutshell (200−200−3,000/month), and analytics tools. Startups should budget higher at 15-30% of revenue to establish market presence.
Track cost per lead (CPL), lead-to-customer conversion rate, and customer acquisition cost (CAC). Calculate ROI by comparing revenue from inbound-sourced deals against total inbound spend. Key metrics include MQL-to-SQL conversion rates, average deal size from inbound leads, and sales cycle length compared to outbound leads.
Treating inbound leads like outbound prospects. Sales reps often push for immediate sales instead of nurturing relationships. Inbound leads require consultative selling—they’ve already researched solutions and need guidance, not aggressive pitching. Focus on understanding their journey stage and providing value before discussing pricing.
Start with buyer journey training to help reps identify where leads are in their decision process. Practice consultative selling techniques through weekly role-playing sessions. Create separate scripts for different lead sources and stages. Measure success through appointment-setting rates and lead quality feedback, not just call volume.
The relationship between your sales and marketing teams does not have to be one of contentious tension. A stellar marketing team will play the role of the best wingman ever for the sales team. All it takes is a focus on communication between the teams, and greater collaboration on who your customers are and what they need.
Ready to boost collaboration between your sales and marketing teams? Nutshell makes it easy—as your single source of truth, Nutshell is the place to store all your lead and customer information, communicate with your team about deals, view all marketing campaigns, and analyze pipelines. Learn how Nutshell saves your team time and join a live demo today!
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