
Define End-to-End Lead Handoff SLA & RACI
N.B. N.B. Ensure that long-term profitability projections for new products are considered.
📄 Prompt Template
Design an end-to-end lead handoff model for [CompanyName] that documents who does what, when, and with what success criteria. Align Marketing and Sales on MQL→SQL transitions for [ICPDefinition] and specify time-bound SLAs from first touch to stage progression (e.g., [SLA_FirstTouch_Minutes] minutes to first human response). Include the precise triggers that initiate handoff, qualification checkpoints, and “accept/return” protocols for [SalesRole] within [CRMPlatform]. Identify technology handoffs (MAP → CRM), required data fields, and audit checkpoints. Provide definitions for breach, exception, and “stop-the-clock” conditions. Ensure the model supports multiple channels (inbound forms, events, partner referrals) and includes a privacy-safe workflow for enrichment.
Output format: 1) A RACI table (Columns: Process Step, Trigger, R, A, C, I, SLA, Tool, Checkpoint). 2) A policy summary (≤200 words) defining acceptance criteria and rejection codes. 3) A swimlane sequence (text) showing MAP, SDR, AE, RevOps lanes with numbered steps and SLA timers.