One team. One direction.
Five Dots helps marketing, sales, customer success and product work as one team, with AI in it.
Break the silos.
Connect the teams.
Revenue leaderONE NUMBER, FIRST TOUCH TO RENEWAL
MarketingOWN TARGET · MQLSOWNS DEMAND
SalesOWN TARGET · BOOKINGSOWNS CONVERSION
Customer successOWN TARGET · NRROWNS RETENTION
RevOpsProcess, systems and data across the journey
Clear roles.
For people and for AI.
Five Dots audits your people and processes, and helps you set the right roles and responsibilities.
Set the target and the priorities
Run the week: coaching and pipeline
Do the work, keep the data true
Design the process, systems and data
Repeatable work: research, hygiene, first drafts
From today’s model to the right one.
- MAPMap today.
Five Dots reads your CRM and interviews each team lead.
- STRESS-TESTTest it against growth.
Five times the customers, or a new market. The gaps show.
- DESIGNDesign the target.
What stays, what changes, what AI takes over.
- ROLL OUTMake it how you work.
Every change gets an owner and a date.
EXAMPLE · PART OF A TARGET OPERATING MODEL
| Team | Process | TodayTarget |
|---|---|---|
| Marketing | Lead qualification | Each rep judges fit their own wayNEW RULEOne ICP score, owned by marketing |
| Sales | Account research | Manual, about 30 minutes per dealAIDone by AI before the call, checked by the rep |
| Sales → CS | Customer handoff | A Slack message after signatureREDESIGNA handoff note with fixed fields; CS owner within a day |
| Customer success | Renewals | Tracked in a spreadsheetMOVE TO CRMA renewal stage in the CRM, one owner per account |
| Leadership | Meeting cadence | Three separate team reportsNEW CADENCEWeekly 1:1s and forecast roll-up, a GTM meeting every two weeks, all on the same data |
Everyone on the same page.
# five-dots-acme
Renewal stage drafted in your CRM sandboxOwner: customer success · ready for review