interface:
  display_name: "Suede RevOps"
  short_description: "Suede lifecycle, scoring, routing, and CRM rules"
  default_prompt: "Use $suede-revops on [target]. The user is defining lead qualification, routing leads to sales, or fixing the handoff between marketing and revenue. Work through lead scoring and routing, MQL and SQL definitions, pipeline stages, CRM hygiene, and the marketing-to-sales handoff, ground every recommendation in evidence the user can check, and return the decisions, the reasoning, and what to measure next."
policy:
  allow_implicit_invocation: true

{
  "skill_name": "suede-revops",
  "evals": [
    {
      "id": 1,
      "prompt": "Help me set up our lead lifecycle stages. We're a B2B SaaS company selling to mid-market. We use HubSpot as our CRM and have marketing and sales teams that aren't aligned on lead definitions.",
      "expected_output": "Should check for product-marketing.md first. Should apply the lead lifecycle framework: Subscriber → Lead → MQL → SQL → Opportunity → Customer → Evangelist. Should define clear criteria for each stage transition (what makes a Lead become an MQL, etc.). Should address the alignment issue between marketing and sales — define shared definitions and SLAs. Should recommend CRM implementation steps for HubSpot. Should include lead scoring setup. Should provide a handoff process between marketing and sales.",
      "assertions": [
        "Checks for product-marketing.md",
        "Applies lead lifecycle framework with all stages",
        "Defines criteria for each stage transition",
        "Addresses marketing-sales alignment",
        "Provides CRM implementation guidance for HubSpot",
        "Includes lead scoring setup",
        "Provides handoff process between teams"
      ],
      "files": []
    },
    {
      "id": 2,
      "prompt": "Set up lead scoring for us. We want to prioritize which leads sales should call first. We sell enterprise software ($50k+ ACV).",
      "expected_output": "Should apply the lead scoring framework with three dimensions: explicit scoring (firmographics — company size, industry, title match), implicit scoring (behavioral — page visits, content downloads, email engagement), and negative scoring (unsubscribes, competitor emails, student emails). Should provide specific scoring criteria appropriate for enterprise ($50k+ ACV): weight firmographic signals heavily, include budget and authority signals. Should define score thresholds for MQL and SQL. Should recommend lead routing based on scores.",
      "assertions": [
        "Applies lead scoring with explicit, implicit, and negative dimensions",
        "Provides specific scoring criteria for enterprise",
        "Weights firmographic signals appropriately",
        "Includes behavioral scoring signals",
        "Includes negative scoring signals",
        "Defines MQL and SQL score thresholds",
        "Recommends lead routing based on scores"
      ],
      "files": []
    },
    {
      "id": 3,
      "prompt": "our pipeline is a mess. deals sit in stages forever and we don't know what's actually going to close. how do we fix this?",
      "expected_output": "Should trigger on casual phrasing. Should apply the pipeline stage management guidance. Should recommend: define clear pipeline stages with entry/exit criteria, set maximum time in each stage, implement stage velocity tracking, add required fields per stage to force data entry. Should address deal hygiene: regular pipeline reviews, stale deal flagging, win/loss analysis. Should recommend CRM automation to enforce stage rules. Should provide a practical cleanup plan for the current mess.",
      "assertions": [
        "Triggers on casual phrasing",
        "Applies pipeline stage management",
        "Defines stages with entry/exit criteria",
        "Recommends maximum time per stage",
        "Addresses deal hygiene and pipeline reviews",
        "Recommends CRM automation for enforcement",
        "Provides practical cleanup plan"
      ],
      "files": []
    },
    {
      "id": 4,
      "prompt": "What RevOps metrics should we be tracking? We want to build a dashboard for our leadership team.",
      "expected_output": "Should apply the RevOps metrics dashboard framework. Should recommend metrics across the funnel: lead volume by source, MQL-to-SQL conversion rate, SQL-to-Opportunity rate, win rate, average deal size, sales cycle length, pipeline velocity, pipeline coverage ratio, CAC, LTV, LTV:CAC ratio. Should organize metrics by audience (marketing team, sales team, leadership). Should recommend dashboard structure and cadence for reviews.",
      "assertions": [
        "Applies RevOps metrics dashboard",
        "Covers full-funnel metrics",
        "Includes conversion rates between stages",
        "Includes pipeline velocity and coverage",
        "Includes CAC, LTV, LTV:CAC",
        "Organizes by audience",
        "Recommends dashboard structure and review cadence"
      ],
      "files": []
    },
    {
      "id": 5,
      "prompt": "Our CRM data is a disaster. Duplicate records, missing fields, inconsistent naming. How do we clean it up and keep it clean?",
      "expected_output": "Should apply the data hygiene guidance. Should recommend: duplicate detection and merging strategy, required field enforcement, standardized naming conventions (picklists over free text), data validation rules, regular audit cadence. Should address both cleanup (one-time fix) and prevention (ongoing processes). Should recommend CRM automation for data hygiene. Should provide a prioritized cleanup plan (start with highest-impact data quality issues).",
      "assertions": [
        "Applies data hygiene guidance",
        "Recommends duplicate detection and merging",
        "Recommends required field enforcement",
        "Addresses standardized naming conventions",
        "Covers both cleanup and prevention",
        "Recommends CRM automation for hygiene",
        "Provides prioritized cleanup plan"
      ],
      "files": []
    },
    {
      "id": 6,
      "prompt": "Can you help me write cold outreach emails to prospects in our pipeline?",
      "expected_output": "Should recognize this is a cold-email or outbound-writing task, not RevOps. Should defer to or cross-reference `suede-cold-email` for writing outbound prospecting emails. `suede-revops` covers systems, processes, and data infrastructure, not the actual email content.",
      "assertions": [
        "Recognizes this as cold email writing, not RevOps",
        "References or defers to suede-cold-email",
        "Explains RevOps covers systems and processes, not email content"
      ],
      "files": []
    }
  ]
}

# Automation Playbooks

Platform-specific workflow recipes for HubSpot, Salesforce, scheduling tools, and cross-tool automation.

## HubSpot Workflow Recipes

### 1. MQL Alert and Assignment

**Name:** MQL Notification and Task Creation
**Trigger:** Contact property "Lifecycle Stage" is changed to "Marketing Qualified Lead"
**Actions:**
1. Rotate contact owner among sales team (round-robin)
2. Send internal email notification to contact owner with lead context
3. Create task: "Follow up with [Contact Name]" — due in 4 hours
4. Send Slack notification to #sales-alerts channel
5. Enroll in "MQL Follow-Up" sequence (if using HubSpot Sequences)
**Outcome:** Every MQL gets assigned instantly with a clear SLA
**Notes:** Set enrollment criteria to exclude leads already owned by a rep

---

### 2. MQL SLA Escalation

**Name:** MQL SLA Breach Alert
**Trigger:** Contact property "Lifecycle Stage" equals "MQL" AND "Days since last contacted" is greater than 0.5 (12 hours)
**Actions:**
1. Send internal email to contact owner: "SLA warning: [Contact Name] has not been contacted"
2. If still no activity after 24 hours → send alert to sales manager
3. If still no activity after 48 hours → reassign contact owner via rotation
4. Create task for new owner: "Urgent: Contact [Contact Name] — reassigned due to SLA breach"
**Outcome:** No MQL goes unworked for more than 48 hours
**Notes:** Exclude contacts where last activity type is "Call" or "Meeting" (already engaged)

---

### 3. Lead Scoring Update and MQL Promotion

**Name:** Auto-MQL on Score Threshold
**Trigger:** Contact property "HubSpot Score" is greater than or equal to 65
**Actions:**
1. Set lifecycle stage to "Marketing Qualified Lead"
2. Set "MQL Date" to current date
3. Suppress from marketing nurture workflows
4. Trigger MQL Alert workflow (recipe #1)
**Outcome:** Leads automatically promote to MQL when they hit the scoring threshold
**Notes:** Add suppression list for existing customers and competitors

---

### 4. Meeting Booked Notification

**Name:** Meeting Booked Alert to AE
**Trigger:** Meeting activity is logged for contact (via Calendly/HubSpot meetings)
**Actions:**
1. Send internal email to contact owner with meeting details
2. Update contact property "Last Meeting Booked" to current date
3. If lifecycle stage is "Lead" → update to "MQL"
4. Create task: "Prepare for meeting with [Contact Name]" — due 1 hour before meeting
5. Send Slack notification to #meetings channel
**Outcome:** AEs are prepared for every meeting with full context
**Notes:** Include recent page views and content downloads in notification email

---

### 5. Closed-Won Handoff to CS

**Name:** Customer Onboarding Trigger
**Trigger:** Deal stage is changed to "Closed Won"
**Actions:**
1. Update associated contact lifecycle stage to "Customer"
2. Set "Customer Since" date to current date
3. Assign contact owner to CS team member (based on segment/territory)
4. Create task for CS: "Schedule kickoff call with [Company Name]" — due in 2 business days
5. Enroll contact in "Customer Onboarding" email sequence
6. Send internal notification to CS manager
7. Remove from all sales sequences
**Outcome:** Seamless handoff from sales to customer success
**Notes:** Include deal notes, contract value, and key stakeholders in CS notification

---

### 6. Stale Deal Alert

**Name:** Pipeline Hygiene — Stale Deal Detection
**Trigger:** Deal property "Days in current stage" is greater than [2x average for that stage]
**Actions:**
1. Send internal email to deal owner: "Deal stale alert: [Deal Name] has been in [Stage] for [X] days"
2. Create task: "Update or close [Deal Name]" — due in 3 business days
3. If no update after 7 days → alert sales manager
4. Add to "Stale Deals" dashboard list
**Outcome:** Pipeline stays clean and forecast stays accurate
**Notes:** Customize thresholds per stage (Discovery: 14 days, Proposal: 10 days, Negotiation: 21 days)

---

### 7. Recycled Lead Nurture Re-Entry

**Name:** MQL Recycling to Nurture
**Trigger:** Contact property "Sales Rejection Reason" is known (any value)
**Actions:**
1. Update lifecycle stage to "Recycled"
2. Reset engagement score to baseline (keep fit score)
3. Enroll in "Recycled Lead Nurture" sequence (lower frequency)
4. Set "Recycle Date" to current date
5. Set re-enrollment trigger: if HubSpot Score exceeds threshold again, re-trigger MQL workflow
**Outcome:** Rejected leads get a second chance without clogging the pipeline
**Notes:** Track recycled-to-MQL conversion rate as a separate metric

---

### 8. Lead Activity Digest

**Name:** Daily Lead Activity Summary
**Trigger:** Scheduled — daily at 8:00 AM local time
**Actions:**
1. Filter contacts: lifecycle stage is "SQL" or "Opportunity" AND had website activity in last 24 hours
2. Send digest email to each contact owner with their leads' activity
3. Include: pages visited, content downloaded, emails opened/clicked
**Outcome:** Sales reps start each day knowing which leads are active
**Notes:** Only include leads with meaningful activity (exclude single homepage visits)

---

## Salesforce Flow Equivalents

### 1. MQL Alert and Assignment (Salesforce Flow)

**Type:** Record-Triggered Flow
**Object:** Lead
**Trigger:** Lead field "Status" is changed to "MQL"
**Flow steps:**
1. Get Records: Query "Rep Assignment" custom object for next available rep
2. Update Records: Set Lead Owner to assigned rep
3. Create Records: Create Task — "Contact MQL: {Lead.Name}" with due date = NOW + 4 hours
4. Action: Send email alert to new lead owner
5. Update Records: Update "Rep Assignment" last-assigned timestamp
**Notes:** Use a custom "Rep Assignment" object to manage round-robin state

### 2. SLA Escalation (Salesforce Flow)

**Type:** Scheduled-Triggered Flow
**Schedule:** Every 4 hours during business hours
**Flow steps:**
1. Get Records: Leads where Status = "MQL" AND LastActivityDate < TODAY - 1
2. Decision: Is lead older than 48 hours with no activity?
   - YES → Reassign to next rep, create urgent task, alert manager
   - NO → Send reminder email to current owner
**Notes:** Pair with Process Builder for real-time alerts on initial assignment

### 3. Pipeline Stage Automation (Salesforce Flow)

**Type:** Record-Triggered Flow
**Object:** Opportunity
**Trigger:** Stage field is updated
**Flow steps:**
1. Decision: Which stage was it changed to?
2. For each stage:
   - **Discovery:** Create task "Complete discovery questionnaire"
   - **Demo:** Create task "Prepare demo environment"
   - **Proposal:** Create task "Send proposal" + alert deal desk if ACV > $25K
   - **Closed Won:** Trigger CS handoff (create Case, assign CS owner, send welcome email)
   - **Closed Lost:** Create task "Log loss reason" + add to win/loss analysis report

### 4. Stale Deal Detection (Salesforce Flow)

**Type:** Scheduled-Triggered Flow
**Schedule:** Daily at 7:00 AM
**Flow steps:**
1. Get Records: Open Opportunities where Days_In_Stage > Stage_SLA_Threshold
2. Loop through results:
   - Create Task: "Update stale deal: {Opportunity.Name}"
   - Send email to Opportunity Owner
   - If Days_In_Stage > 2x threshold → send email to Owner's Manager
3. Update custom field "Stale Flag" = true for dashboard visibility

---

## Calendly / SavvyCal Integration Patterns

### Round-Robin Meeting Scheduling

**Calendly setup:**
1. Create a team event type with all eligible reps
2. Distribution: "Optimize for equal distribution"
3. Availability: Each rep manages their own calendar
4. Buffer: 15 min before and after meetings
5. Minimum notice: 4 hours (avoid last-minute bookings)

**CRM integration:**
1. Calendly webhook fires on booking
2. Match invitee email to CRM contact
3. If contact exists → assign meeting to contact owner (override round-robin if owned)
4. If new contact → create lead, assign via routing rules, log meeting
5. Set lifecycle stage to MQL (meeting = high intent)

### SavvyCal Setup

**Advantages over Calendly:**
- Priority-based scheduling (prefer certain time slots)
- Overlay calendars (show team availability in one view)
- Personalized booking links per rep

**Integration pattern:**
1. Create team scheduling link with priority rules
2. Webhook on booking → Zapier/Make → CRM
3. Match or create contact, assign owner, create task
4. Send confirmation with meeting prep materials

### Meeting Routing by Criteria

```
Booking form submitted
├─ Company size > 500? (form field)
│  ├─ YES → Route to enterprise AE calendar
│  └─ NO ↓
├─ Existing customer? (CRM lookup)
│  ├─ YES → Route to account owner's calendar
│  └─ NO ↓
└─ Round-robin across SDR team
```

### No-Show Workflow

**Trigger:** Meeting time passes + no meeting notes logged within 30 minutes
**Actions:**
1. Wait 30 minutes after scheduled meeting time
2. Check: Was a call or meeting logged?
   - YES → No action
   - NO → Send "Sorry we missed you" email to prospect
3. Create task: "Reschedule with [Contact Name]" — due next business day
4. If second no-show → flag contact and alert manager

---

## Zapier Cross-Tool Patterns

### 1. New Lead → CRM + Slack + Task

**Trigger:** New form submission (Typeform, HubSpot, Webflow)
**Actions:**
1. Create/update contact in CRM
2. Enrich with Clearbit (if available)
3. Post to Slack #new-leads with enriched data
4. Create task in project management tool (Asana, Linear)

### 2. Meeting Booked → CRM + Prep Email

**Trigger:** New Calendly/SavvyCal booking
**Actions:**
1. Find or create CRM contact
2. Update lifecycle stage to MQL
3. Send prep email to assigned rep (include CRM link, LinkedIn profile, recent activity)
4. Create pre-meeting task

### 3. Deal Closed → Onboarding Stack

**Trigger:** CRM deal stage changed to "Closed Won"
**Actions:**
1. Create customer record in CS tool (Vitally, Gainsight, ChurnZero)
2. Add to onboarding project template
3. Send welcome email via email tool
4. Create Slack channel: #customer-[company-name]
5. Notify CS team in Slack

### 4. Lead Scoring → Cross-Tool Sync

**Trigger:** CRM lead score crosses MQL threshold
**Actions:**
1. Update marketing automation platform status
2. Add to retargeting audience (Facebook, Google Ads)
3. Trigger SDR outreach sequence
4. Log event in analytics (Mixpanel, Amplitude)

### 5. SLA Breach → Multi-Channel Alert

**Trigger:** CRM task overdue (MQL follow-up task)
**Actions:**
1. Send Slack DM to rep
2. Send email to rep
3. If 2+ hours overdue → Slack DM to manager
4. If 4+ hours overdue → reassign in CRM (via webhook back to CRM)

### 6. Weekly Pipeline Digest

**Trigger:** Schedule — every Monday at 8:00 AM
**Actions:**
1. Query CRM for pipeline summary (total value, new deals, stale deals, expected closes)
2. Format as summary
3. Post to Slack #sales-team
4. Send email digest to sales leadership

# Lifecycle Stage Definitions

Complete templates for lead lifecycle stages, MQL criteria by business type, SLAs, and rejection/recycling workflows.

## Stage Templates

### Subscriber

**Entry criteria:**
- Opted in to blog, newsletter, or content updates
- No company information required

**Exit criteria:**
- Provides company information via form or enrichment
- Visits 3+ pages in a session
- Downloads gated content

**Owner:** Marketing (automated)

**Actions on entry:**
- Add to newsletter nurture
- Begin tracking engagement score

---

### Lead

**Entry criteria:**
- Identified contact with name + email + company
- May come from form fill, enrichment, or import

**Exit criteria:**
- Reaches MQL threshold (fit + engagement)
- Manually qualified by marketing/SDR

**Owner:** Marketing

**Actions on entry:**
- Enrich contact data (company size, industry, role)
- Begin scoring
- Add to relevant nurture sequence

---

### MQL (Marketing Qualified Lead)

**Entry criteria:**
- Meets fit score threshold AND engagement score threshold
- OR triggers high-intent action (demo request, pricing page + form fill)

**Exit criteria:**
- Sales accepts (becomes SQL)
- Sales rejects (recycled to nurture with reason code)
- No response within SLA (escalated to manager)

**Owner:** Marketing → Sales (handoff)

**Actions on entry:**
- Instant alert to assigned sales rep
- Create follow-up task with 4-hour SLA
- Pause marketing nurture sequences
- Log all recent activity for sales context

---

### SQL (Sales Qualified Lead)

**Entry criteria:**
- Sales rep has had qualifying conversation
- Confirmed: budget, authority, need, or timeline (at least 2 of 4)

**Exit criteria:**
- Opportunity created with projected value
- Disqualified (recycled with reason code)

**Owner:** Sales (SDR or AE)

**Actions on entry:**
- Update lifecycle stage in CRM
- Notify AE if SDR-qualified
- Begin sales sequence if not already in conversation

---

### Opportunity

**Entry criteria:**
- Formal opportunity created in CRM
- Deal value, close date, and stage assigned

**Exit criteria:**
- Closed-won or closed-lost

**Owner:** Sales (AE)

**Actions on entry:**
- Add to pipeline reporting
- Create deal tasks (proposal, demo, etc.)
- Notify CS if deal is likely to close

---

### Customer

**Entry criteria:**
- Closed-won deal
- Contract signed and payment terms set

**Exit criteria:**
- Churns, expands, or renews

**Owner:** Customer Success / Account Management

**Actions on entry:**
- Trigger onboarding sequence
- Assign CS manager
- Schedule kickoff call
- Remove from all sales sequences

---

### Evangelist

**Entry criteria:**
- NPS score 9-10, or active referral behavior
- Agreed to case study, testimonial, or referral program

**Exit criteria:**
- Ongoing program participation

**Owner:** Customer Success + Marketing

**Actions on entry:**
- Add to advocacy program
- Request case study or testimonial
- Invite to referral program
- Feature in marketing campaigns (with permission)

---

## MQL Criteria Templates by Business Type

### PLG (Product-Led Growth)

**Fit score (40% weight):**

| Attribute | Points |
|-----------|--------|
| Company size 10-500 | +15 |
| Company size 500-5000 | +20 |
| Target industry | +10 |
| Decision-maker role | +15 |
| Uses complementary tool | +10 |

**Engagement score (60% weight) — weight product usage heavily:**

| Signal | Points |
|--------|--------|
| Created free account | +15 |
| Completed onboarding | +20 |
| Used core feature 3+ times | +25 |
| Invited team member | +20 |
| Hit usage limit | +15 |
| Visited pricing page | +10 |

**MQL threshold:** 65 points

---

### Sales-Led (Enterprise)

**Fit score (60% weight) — weight fit heavily:**

| Attribute | Points |
|-----------|--------|
| Company size 500+ | +20 |
| Target industry | +15 |
| VP+ title | +20 |
| Budget authority confirmed | +15 |
| Uses competitor product | +10 |

**Engagement score (40% weight):**

| Signal | Points |
|--------|--------|
| Requested demo | +25 |
| Attended webinar | +10 |
| Downloaded whitepaper | +10 |
| Visited pricing page 2+ times | +15 |
| Engaged with sales email | +10 |

**MQL threshold:** 70 points

---

### Mid-Market (Balanced)

**Fit score (50% weight):**

| Attribute | Points |
|-----------|--------|
| Company size 50-1000 | +15 |
| Target industry | +10 |
| Manager+ title | +15 |
| Target geography | +10 |

**Engagement score (50% weight):**

| Signal | Points |
|--------|--------|
| Demo request | +25 |
| Free trial signup | +20 |
| Pricing page visit | +10 |
| Content download (2+) | +10 |
| Email click (3+) | +10 |
| Webinar attendance | +10 |

**MQL threshold:** 60 points

---

## SLA Templates

### MQL-to-SQL SLA

| Metric | Target | Escalation |
|--------|--------|------------|
| First contact attempt | Within 4 business hours | Alert to sales manager at 4 hours |
| Qualification decision | Within 48 hours | Auto-escalate at 48 hours |
| Meeting scheduled (if qualified) | Within 5 business days | Weekly pipeline review flag |

### SQL-to-Opportunity SLA

| Metric | Target | Escalation |
|--------|--------|------------|
| Discovery call completed | Within 3 business days of SQL | Alert to AE manager |
| Opportunity created | Within 5 business days of SQL | Pipeline review flag |

### Opportunity-to-Close SLA

| Metric | Target | Escalation |
|--------|--------|------------|
| Proposal delivered | Within 5 business days of demo | AE manager alert |
| Deal stale in stage | 2x average days for that stage | Pipeline review flag |
| Close date pushed 2+ times | Immediate | Forecast review required |

---

## Lead Rejection and Recycling

### Rejection Reason Codes

| Code | Reason | Recycle Action |
|------|--------|----------------|
| **FIT-01** | Company too small | Nurture; re-score if company grows |
| **FIT-02** | Wrong industry | Archive; do not recycle |
| **FIT-03** | Wrong role / no authority | Nurture; monitor for org changes |
| **ENG-01** | No response after 3 attempts | Recycle to nurture in 90 days |
| **ENG-02** | Interested but bad timing | Recycle to nurture; re-engage in 60 days |
| **QUAL-01** | No budget | Recycle to nurture in 90 days |
| **QUAL-02** | Using competitor, locked in | Recycle; trigger before contract renewal |
| **QUAL-03** | Not a real project | Archive; do not recycle |

### Recycling Workflow

1. Sales rejects MQL with reason code
2. CRM updates lifecycle stage to "Recycled"
3. Lead enters recycling nurture sequence (different from original nurture)
4. Engagement score resets to baseline (keep fit score)
5. If lead re-engages and crosses MQL threshold, re-route to sales with "Recycled MQL" flag
6. Track recycled MQL conversion rate separately

### Recycling Nurture Sequence

- **Frequency:** Bi-weekly or monthly (lower frequency than initial nurture)
- **Content:** Industry insights, case studies, product updates
- **Duration:** 6 months, then archive if no engagement
- **Re-MQL trigger:** High-intent action (demo request, pricing page revisit)

# Lead Routing Rules

Decision trees, platform-specific configurations, territory routing, ABM routing, and speed-to-lead benchmarks.

## Routing Decision Tree

Use this template to map your routing logic:

```
New Lead Arrives
│
├─ Is this a named/target account?
│  ├─ YES → Route to assigned account owner
│  └─ NO ↓
│
├─ Is ACV likely > $50K? (based on company size + industry)
│  ├─ YES → Route to enterprise AE team
│  └─ NO ↓
│
├─ Is this a PLG signup with team usage?
│  ├─ YES → Route to PLG sales specialist
│  └─ NO ↓
│
├─ Does lead match a territory?
│  ├─ YES → Route to territory owner
│  └─ NO ↓
│
└─ Default: Round-robin across available reps
   └─ If no rep available: Assign to team queue with 1-hour SLA
```

Customize this tree for your business. The key principle: **route to the most specific match first, fall back to general.**

---

## Round-Robin Configuration

### Basic Round-Robin Rules

1. Distribute leads evenly across eligible reps
2. Skip reps who are on PTO, at capacity, or have a full pipeline
3. Weight by quota attainment (reps below quota get slight priority)
4. Reset distribution count weekly or monthly
5. Log every assignment for auditing

### HubSpot Round-Robin Setup

**Using HubSpot's rotation tool:**
- Navigate to Automation → Workflows
- Trigger: Contact property "Lifecycle Stage" equals "MQL"
- Action: Rotate contact owner among selected users
- Options: Even distribution, skip unavailable owners
- Add delay + task creation after assignment

**Custom rotation with workflows:**
1. Create a custom property "Rotation Counter" (number)
2. Workflow trigger: New MQL created
3. Branch by rotation counter value (0, 1, 2... for each rep)
4. Set contact owner to corresponding rep
5. Increment counter (reset at max)
6. Create follow-up task with SLA deadline

### Salesforce Round-Robin Setup

**Using Lead Assignment Rules:**
1. Setup → Feature Settings → Marketing → Lead Assignment Rules
2. Create rule entries in priority order (most specific first)
3. For round-robin: Use assignment rule + custom logic

**Using Flow for advanced routing:**
1. Create a Record-Triggered Flow on Lead creation
2. Get Records: Query a custom "Rep Queue" object for next available rep
3. Decision element: Check rep availability, capacity, territory
4. Update Records: Assign lead owner
5. Create Task: Follow-up task with SLA
6. Update "Rep Queue" to track last assignment

---

## Territory Routing

### By Geography

| Territory | Regions | Assigned Team |
|-----------|---------|---------------|
| West | CA, WA, OR, NV, AZ, UT, CO, HI | Team West |
| Central | TX, IL, MN, MO, OH, MI, WI, IN | Team Central |
| East | NY, MA, PA, NJ, CT, VA, FL, GA | Team East |
| International | All non-US | International team |

### By Company Size

| Segment | Company Size | Team |
|---------|-------------|------|
| SMB | 1-50 employees | Inside sales |
| Mid-market | 51-500 employees | Mid-market AEs |
| Enterprise | 501-5000 employees | Enterprise AEs |
| Strategic | 5000+ employees | Strategic account team |

### By Industry

| Vertical | Industries | Specialist |
|----------|-----------|------------|
| Tech | SaaS, IT services, hardware | Tech vertical rep |
| Financial | Banking, insurance, fintech | Financial vertical rep |
| Healthcare | Hospitals, pharma, healthtech | Healthcare vertical rep |
| General | All others | General pool (round-robin) |

### Hybrid Territory Model

Combine multiple dimensions for precision:

```
Lead arrives
├─ Company size > 1000?
│  ├─ YES → Enterprise team
│  │  └─ Sub-route by geography
│  └─ NO ↓
├─ Industry = Healthcare or Financial?
│  ├─ YES → Vertical specialist
│  └─ NO ↓
└─ Round-robin across general pool
   └─ Weighted by geography preference
```

---

## Named Account / ABM Routing

### Setup

1. **Define target account list** (typically 50-500 accounts)
2. **Assign account owners** in CRM (1 rep per account)
3. **Match logic:** Any lead from a target account domain routes to account owner
4. **Matching rules:**
   - Email domain match (primary)
   - Company name fuzzy match (secondary, requires manual review)
   - IP-to-company resolution (tertiary, for anonymous visitors)

### ABM Routing Rules

| Tier | Account Type | Routing | Response SLA |
|------|-------------|---------|--------------|
| Tier 1 | Top 20 strategic accounts | Named owner, instant alert | 1 hour |
| Tier 2 | Top 100 target accounts | Named owner, standard alert | 4 hours |
| Tier 3 | Target industry / size match | Territory or round-robin | Same business day |

### Multi-Contact Handling

When multiple contacts from the same account engage:
- Route all contacts to the **same account owner**
- Notify the owner of new contacts entering
- Track account-level engagement score (sum of all contacts)
- Trigger "buying committee" alert when 3+ contacts from one account engage

---

## Speed-to-Lead Data

### Response Time Impact on Conversion

| Response Time | Relative Qualification Rate | Notes |
|---------------|---------------------------|-------|
| Under 5 minutes | **21x** more likely to qualify | Gold standard |
| 5-10 minutes | 10x more likely | Still strong |
| 10-30 minutes | 4x more likely | Acceptable for most |
| 30 min - 1 hour | 2x more likely | Below best practice |
| 1-24 hours | Baseline | Industry average |
| 24+ hours | 60% lower than baseline | Lead is effectively cold |

Source: Lead Connect, InsideSales.com

### Implementing Speed-to-Lead

1. **Instant notification** — Push notification + email to rep on MQL creation
2. **Auto-task with timer** — Create task with 5-minute SLA countdown
3. **Escalation chain:**
   - 5 min: Original rep alerted
   - 15 min: Backup rep alerted
   - 30 min: Manager alerted
   - 1 hour: Lead reassigned to next available rep
4. **Measure and report** — Track actual response times weekly; recognize fast responders

### Speed-to-Lead Automation

**Trigger:** New MQL created
**Actions:**
1. Assign to rep via routing rules (instant)
2. Send push notification + email to rep
3. Create task: "Contact [Lead Name] — 5 min SLA"
4. Start SLA timer
5. If no activity logged in 15 min → alert backup rep
6. If no activity in 30 min → alert manager
7. If no activity in 60 min → reassign via round-robin

### Measuring Speed-to-Lead

Track these metrics weekly:
- **Average time to first contact** (from MQL creation to first call/email)
- **Median time to first contact** (less skewed by outliers)
- **% of leads contacted within SLA** (target: 90%+)
- **Contact rate by time of day** (identify coverage gaps)
- **Conversion rate by response time** (prove the ROI of speed)

# Lead Scoring Models

Detailed scoring templates, example models by business type, and calibration guidance.

## Explicit Scoring Template (Fit)

### Company Attributes

| Attribute | Criteria | Points |
|-----------|----------|--------|
| **Company size** | 1-10 employees | +5 |
| | 11-50 employees | +10 |
| | 51-200 employees | +15 |
| | 201-1000 employees | +20 |
| | 1000+ employees | +15 (unless enterprise-focused, then +25) |
| **Industry** | Primary target industry | +20 |
| | Secondary target industry | +10 |
| | Non-target industry | 0 |
| **Revenue** | Under $1M | +5 |
| | $1M-$10M | +10 |
| | $10M-$100M | +15 |
| | $100M+ | +20 |
| **Geography** | Primary market | +10 |
| | Secondary market | +5 |
| | Non-target market | 0 |

### Contact Attributes

| Attribute | Criteria | Points |
|-----------|----------|--------|
| **Job title** | C-suite (CEO, CTO, CMO) | +25 |
| | VP level | +20 |
| | Director level | +15 |
| | Manager level | +10 |
| | Individual contributor | +5 |
| **Department** | Primary buying department | +15 |
| | Adjacent department | +5 |
| | Unrelated department | 0 |
| **Seniority** | Decision maker | +20 |
| | Influencer | +10 |
| | End user | +5 |

### Technology Attributes

| Attribute | Criteria | Points |
|-----------|----------|--------|
| **Tech stack** | Uses complementary tool | +15 |
| | Uses competitor | +10 (they understand the category) |
| | Uses tool you replace | +20 |
| **Tech maturity** | Modern stack (cloud, SaaS-forward) | +10 |
| | Legacy stack | +5 |

---

## Implicit Scoring Template (Engagement)

### High-Intent Signals

| Signal | Points | Decay |
|--------|--------|-------|
| **Demo request** | +30 | None |
| **Pricing page visit** | +20 | -5 per week |
| **Free trial signup** | +25 | None |
| **Contact sales form** | +30 | None |
| **Case study page (2+)** | +15 | -5 per 2 weeks |
| **Comparison page visit** | +15 | -5 per week |
| **ROI calculator used** | +20 | -5 per 2 weeks |

### Medium-Intent Signals

| Signal | Points | Decay |
|--------|--------|-------|
| **Webinar registration** | +10 | -5 per month |
| **Webinar attendance** | +15 | -5 per month |
| **Whitepaper download** | +10 | -5 per month |
| **Blog visit (3+ in a week)** | +10 | -5 per 2 weeks |
| **Email click** | +5 per click | -2 per month |
| **Email open (3+)** | +5 | -2 per month |
| **Social media engagement** | +5 | -2 per month |

### Low-Intent Signals

| Signal | Points | Decay |
|--------|--------|-------|
| **Single blog visit** | +2 | -2 per month |
| **Newsletter open** | +2 | -1 per month |
| **Single email open** | +1 | -1 per month |
| **Visited homepage only** | +1 | -1 per week |

### Product Usage Signals (PLG)

| Signal | Points | Decay |
|--------|--------|-------|
| **Created account** | +15 | None |
| **Completed onboarding** | +20 | None |
| **Used core feature (3+ times)** | +25 | -5 per month inactive |
| **Invited team member** | +25 | None |
| **Hit usage limit** | +20 | -10 per month |
| **Exported data** | +10 | -5 per month |
| **Connected integration** | +15 | None |
| **Daily active for 5+ days** | +20 | -10 per 2 weeks inactive |

---

## Negative Scoring Signals

| Signal | Points | Notes |
|--------|--------|-------|
| **Competitor email domain** | -50 | Auto-flag for review |
| **Student email (.edu)** | -30 | May still be valid in some cases |
| **Personal email (gmail, yahoo)** | -10 | Less relevant for B2B; adjust for SMB |
| **Unsubscribe from emails** | -20 | Reduce engagement score |
| **Bounce (hard)** | -50 | Remove from scoring |
| **Spam complaint** | -100 | Remove from all sequences |
| **Job title: Student/Intern** | -25 | Low buying authority |
| **Job title: Consultant** | -10 | May be evaluating for client |
| **No website visit in 90 days** | -15 | Score decay |
| **Invalid phone number** | -10 | Data quality signal |
| **Careers page visitor only** | -30 | Likely a job seeker |

---

## Example Scoring Models

### Model 1: PLG SaaS (ACV $500-$5K)

**Weight: 30% fit / 70% engagement (heavily favor product usage)**

**Fit criteria:**
- Company size 10-500: +15
- Target industry: +10
- Manager+ role: +10
- Uses complementary tool: +10

**Engagement criteria:**
- Created free account: +15
- Completed onboarding: +20
- Used core feature 3+ times: +25
- Invited team member: +25
- Hit usage limit: +20
- Pricing page visit: +15

**Negative:**
- Personal email: -10
- No login in 14 days: -15
- Competitor domain: -50

**MQL threshold: 60 points**
**Recalibration: Monthly** (fast feedback loop with high volume)

---

### Model 2: Enterprise Sales-Led (ACV $50K+)

**Weight: 60% fit / 40% engagement (fit is critical at this ACV)**

**Fit criteria:**
- Company size 500+: +20
- Revenue $50M+: +15
- Target industry: +15
- VP+ title: +20
- Decision maker confirmed: +15
- Uses competitor: +10

**Engagement criteria:**
- Demo request: +30
- Multiple stakeholders engaged: +20
- Attended executive webinar: +15
- Downloaded ROI guide: +10
- Visited pricing page 2+: +15

**Negative:**
- Company too small (<100): -30
- Individual contributor only: -15
- Competitor domain: -50

**MQL threshold: 75 points**
**Recalibration: Quarterly** (longer sales cycles, smaller sample size)

---

### Model 3: Mid-Market Hybrid (ACV $5K-$25K)

**Weight: 50% fit / 50% engagement (balanced approach)**

**Fit criteria:**
- Company size 50-1000: +15
- Target industry: +10
- Manager-VP title: +15
- Target geography: +10
- Uses complementary tool: +10

**Engagement criteria:**
- Demo request or trial signup: +25
- Pricing page visit: +15
- Case study download: +10
- Webinar attendance: +10
- Email engagement (3+ clicks): +10
- Blog visits (5+ pages): +10

**Negative:**
- Personal email: -10
- No engagement in 30 days: -10
- Competitor domain: -50
- Student/intern title: -25

**MQL threshold: 65 points**
**Recalibration: Quarterly**

---

## Threshold Calibration

### Setting the Initial Threshold

1. **Pull closed-won data** from the last 6-12 months
2. **Retroactively score** each deal using your new model
3. **Find the natural breakpoint** — what score separated wins from losses?
4. **Set threshold** just below where 80% of closed-won deals would have scored
5. **Validate** against closed-lost — if many closed-lost score above threshold, tighten criteria

### Calibration Cadence

| Business Type | Recalibration Frequency | Why |
|---------------|------------------------|-----|
| PLG / High volume | Monthly | Fast feedback loop, lots of data |
| Mid-market | Quarterly | Moderate cycle length |
| Enterprise | Quarterly to semi-annually | Long cycles, small sample size |

### Calibration Steps

1. **Pull MQL-to-closed data** for the calibration period
2. **Compare scored MQLs vs. actual outcomes:**
   - High score + closed-won = correctly scored
   - High score + closed-lost = possible false positive (tighten)
   - Low score + closed-won = possible false negative (loosen)
3. **Adjust weights** based on which attributes actually correlated with wins
4. **Adjust threshold** if MQL volume is too high (raise) or too low (lower)
5. **Document changes** and communicate to sales team

### Warning Signs Your Model Needs Recalibration

- MQL-to-SQL acceptance rate drops below 30%
- Sales consistently rejects MQLs as "not ready"
- High-scoring leads don't convert; low-scoring leads do
- MQL volume spikes without corresponding revenue
- New product/market changes since last calibration