B2B Account Lifecycle & Handoff Design (MQL→SQL→Won→Live)
N.B. This prompt is focused on the specific legal paperwork required for contract termination. Ensure that all documentation complies with the contractual terms and protects the organization’s legal interests.
📄 Prompt Template
Design an end-to-end B2B account lifecycle for [CompanyName] in [Region] from MQL to live customer and expansion. Define qualification criteria (MQL/SQL), SDR/AE handoffs, opportunity stages, and post-sale CS onboarding. Align SLAs and exit criteria between [MarketingTeam], [SalesTeam], and [CSTeam].
Output format:
RACI table for each stage: Task | R | A | C | I.
Stage-definition table: Stage | Entry/Exit Criteria | SLA | Primary Metric | System of Record.
JSON integration_points documenting data syncs between [CRMPlatform], [MAPTool], and [BillingSystem] including field mappings.
Ensure measurable conversion targets and create a governance forum with cadence and dashboards.