rev-ops:csql-tracking

Track Customer Success Qualified Leads by logging new records, progressing them through pipeline stages via state-machine enforced updates, and closing them as won, lost, or stalled. Filesystem-persisted record versioning preserves deal history integrity.

A CSQL Qualification Package is the upstream CS handoff data required to log a new Customer Success Qualified Lead. You need it to create a reliable single source of truth for expansion pipeline reporting and downstream handoffs.

Yes, state-machine enforced updates prevent invalid stage changes for expansion leads and lock terminal records. This controlled write behavior ensures CSQL lifecycle integrity from creation through terminal close.

Query active and optionally closed CSQLs using read-only portfolio operations with filtering and sorting. This provides expansion pipeline visibility across your tracked Customer Success Qualified Leads.

To log a new CSQL, provide the qualification package, expansion product, estimated ARR, owning CSM, and optionally the AE owner. These fields establish the immutable identity for the tracked lead.

Terminal CSQL records are locked to preserve deal history integrity by preventing further modifications after closure. Filesystem-persisted record versioning and state-machine guards enforce this controlled write behavior.