Cross-Departmental Sync Agenda

**Meeting Title**: Marketing, Sales & Ops Sync on Product Launch

**Date**: October 22, 2024

**Time**: 11:00 AM - 12:30 PM

**Location**: Google Meets

### **Welcome and Objectives (5 minutes)**

- **Facilitator:** James Maddison
- Objective: Align marketing, sales, and operations on the upcoming product launch, ensure smooth communication, and resolve any blockers.

### **Department Updates (15 minutes)**

- **Marketing Update**: Facebook advertising campaigns scheduled to begin next month, and all content has been approved by the CMO.
- **Sales Update**: Pre-order leads have been validated, and processed, but we need more marketing materials & product demos to close more deals.
- **Operations Update**: Production is as per schedule, but there is a minor delay in packaging due to import restrictions put on supplier.

### **Project Collaboration Discussion (20 minutes)**

- **Project Name**: Launch “Nature Earbuds”
- **Goal**: Cohesive efforts between marketing, sales and operation teams throughout the cycle end-to-end.
- **Key Stakeholders**: Marketing (Emily), Sales (Daniel), Operations (Ursula)
- **Questions**:
    - Marketing to Sales: How can we change website messaging to better match feedback we have received from users?
    - Sales to Operations: Should we deprioritize smaller retailers during first stage of the rollout?

### **Problem Solving (15 minutes)**

- **Issue #1**: Sales wants marketing to clarify confusion regarding a product feature in the promotional materials.
- **Issue #2**: Operations is worried about warehouse space scarcity and wants sales to predict the demand more precisely to avoid getting overbooking?

### **Action Items and Next Steps (10 minutes)**

- Marketing: Change product messaging by Thursday.
- Sales: Share a projection with Operations by tomorrow.
- Operations: Update warehouse and shipping details by EOW.

### **Wrap-Up and Feedback (5 minutes)**

- Summary: Marketing to redo messaging, sales to be more precise with forecasting, and operations to share an update on last-mile logistics.
- Feedback: Share feedback on meetings effectiveness. A follow-up email to be sent at the end of the day tomorrow.