What problem does it solve?
Aligns marketing, sales, and customer success systems and processes to eliminate handoff leakage, reduce speed-to-lead delays, and make pipeline forecasts reliable so revenue outcomes scale predictably.
Core Features & Use Cases
- Lead lifecycle design: Templates and stage definitions from Subscriber β Lead β MQL β SQL β Opportunity β Customer β Evangelist with entry/exit criteria and owners.
- Lead scoring & routing: Fit and engagement scoring models, negative signals, MQL thresholds, and routing decision trees (round-robin, territory, ABM, skill-based).
- Automation & playbooks: CRM workflow recipes and escalation flows for HubSpot and Salesforce, SLA enforcement, stale-deal detection, and closed-won handoffs.
- Pipeline hygiene & metrics: Required-field discipline, stale-deal alerts, pipeline velocity and coverage metrics, and dashboard specs for marketing, sales, and executive views.
- Deal desk & data hygiene: Approval tiers, enrichment and dedup strategies, and quarterly audit checklists.
Quick Start
Ask the skill to audit your current CRM and lead flow and produce stage definitions, a scoring model, routing rules, SLA templates, and a 90-day implementation plan tailored to your CRM and ACV.