What You'll Do

Organize a 30-minute conversation with a colleague from another department — a salesperson, customer success manager, or product manager. Together, identify one process where better collaboration could improve results, then commit to one experiment.

Instructions

Step 1 — Choose your collaborator

Pick someone from a department that directly touches your work:

• Sales (for lead quality and handoff)
• Customer Success (for retention and expansion insights)
• Product (for feature feedback and roadmap alignment)

Step 2 — Run the conversation (30 min)

Ask these questions:

1. Where do you feel the handoff between our teams breaks down?
2. What information do you wish you got from my team that you don't?
3. What's one thing we could do differently that would make your job easier?

Listen more than you talk. Take notes.

Step 3 — Map the current vs. improved workflow

Draw (even on paper) the current process in that area and an improved version that incorporates both perspectives.

Step 4 — Commit to one experiment

Pick one concrete, low-effort change to try for 2 weeks. Examples:

• Marketing joins the Sales weekly stand-up for 10 minutes to share top-of-funnel metrics
• Set up a shared Slack channel between Product and Marketing for real-time customer feedback
• Create a monthly "Voice of Customer" doc that CS shares with Marketing after support calls

Submission

Write your response below. Include:

1. Who you spoke with and their role
2. The biggest insight from the conversation (what surprised you?)
3. The current workflow vs. the improved workflow you mapped
4. The one experiment you committed to — and what you'll measure to know if it worked