sales-handoff-orchestration
Route MQLs to sales with SLAs, enablement, and escalation paths
View on GitHubTable of content
Route MQLs to sales with SLAs, enablement, and escalation paths
Installation
npx claude-plugins install @gtmagents/gtm-agents/sales-handoff-orchestration
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 3 skill definitions:
enablement-kit
Use to package collateral, talk tracks, and systems guidance for routed
View skill definition
Sales Handoff Enablement Kit Skill
When to Use
- Launching new campaigns or lifecycle plays that generate routed leads.
- Rolling out updated messaging, pricing, or objection handling for a segment.
- Conducting retros where sales lacked context or assets to follow up effectively.
Framework
- Context Brief – campaign goal, ICP, offer, key insights, reference dashboards.
- Talk Tracks & Scripts – intro lines, discovery questions, objection responses, CTA guidance.
- Collateral Pack – links to decks, one-pagers, case studies, demos, ROI calculators.
- System Instructions – CRM workflows, sequence enrollment steps, data entry requirements.
- Feedback Loop – channel for reps to submit learnings, objections, and win stories.
Templates
- One-page enablement brief (context, key messages, assets, KPIs).
- Objection handling table (objection → response → proof).
- Follow-up checklist (pre-call prep, talk track, assets to send, logging requirements).
Tips
- Embed Loom or audio snippets to deliver tone and emphasis quickly.
- Keep assets in a shared folder with versioning so RevOps can reference in audits.
- Pair with
run-standupscommand to remind reps of latest resources.
routing-logic
Use when defining or adjusting marketing-to-sales assignment rules.
View skill definition
Routing Logic Blueprint Skill
When to Use
- Designing new lead assignment models (round-robin, territory, pod-based).
- Troubleshooting misrouted or unassigned leads.
- Simulating capacity scenarios before changing SLAs.
Framework
- Qualification Criteria – map scoring thresholds, enrichment fields, and required consent.
- Owner Model – hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers.
- Capacity Modeling – lead volume forecasts vs available headcount, backlog thresholds.
- Automation Flow – MAP/CRM steps, dedupe rules, webhook/API dependencies.
- Monitoring & Audits – logging, reconciliation jobs, sample QA cadence.
Templates
- Routing matrix (segment → owner → conditions → escalation).
- Capacity calculator (leads/day vs SLA vs reps).
- QA checklist for automation updates.
Tips
- Keep logic declarative (YAML/JSON) for easier audits and version control.
- Add synthetic leads to test every path before go-live.
- Coordinate with data enrichment to ensure required fields populate upstream.
sla-tracking
“Use to design measurement, alerting, and reporting for MQL\u2192SQL\
View skill definition
SLA Tracking System Skill
When to Use
- Establishing or revisiting SLA metrics between marketing, SDR, and sales pods.
- Building dashboards/alerts for pipeline speed and follow-up compliance.
- Running retrospectives after SLA breaches or pipeline delays.
Framework
- Definitions – clarify timestamps (MQL, SAL, SQL), owner transitions, and acceptance criteria.
- Targets – set response + acceptance SLAs per segment, region, or channel.
- Measurement – configure data pipelines pulling MAP + CRM events, dedupe logic, and exclusions.
- Alerting – thresholds, notification channels, severity levels, and on-call rotation.
- Review Cadence – weekly dashboards, monthly retros, quarterly recalibration.
Templates
- SLA scorecard (segment → target → actual → variance → owner).
- Alert playbook with trigger conditions and escalation steps.
- Retro template capturing root cause, fixes, and follow-up experiments.
Tips
- Anchor SLAs to revenue impact (pipeline $) to drive accountability.
- Include qualitative context (reason codes) to separate data gaps vs true SLA misses.
- Pair with
routing-logicupdates when volume spikes create bottlenecks.