Lifecycle Mapping Frameworks Skill

Lifecycle Mapping Frameworks Skill

When to Use

• Blueprinting onboarding, expansion, renewal, or churn-prevention journeys.
• Aligning automation programs with account stages, ICP tiers, or health scores.
• Auditing existing programs for gaps or over-saturation.

Framework

1. Stage Definition – awareness, activation, adoption, expansion, advocacy (customize per business).
2. Signal Library – activation events, product usage milestones, score thresholds, purchase behaviors.
3. Touch Architecture – how many touches per stage, channel mix, personal vs automated.
4. SLA Matrix – entry/exit criteria, owner, response time, success metrics.
5. Experiment Layer – embed test slots to iterate hooks, cadences, or offers per stage.

Templates

• Lifecycle heat map (stage vs metric vs automation coverage).
• SLA worksheet (stage, trigger, owner, time-to-response, fallback).
• Journey backlog board (ideas, prioritized, building, live, measuring).
• GTM Agents Campaign Planning Checklist – captures marketing director playbook @puerto/README.md#183-212.
• KPI Guardrails Sheet – track reach, engagement, SQL impact, CAC payback with min/max thresholds.
• Status Packet Template – weekly single-slide update mirroring GTM Agents project-manager format @puerto/TEAM-STRUCTURE.md#193-204.

Tips

• Limit simultaneous journeys per contact; define prioritization rules.
• Include manual checkpoints (CSM/AE) for high-touch segments.
• Document every assumption so experiments can deliberately challenge them.
• Lock KPIs before build starts and refuse scope creep until metrics + owners are confirmed.
• Borrow GTM Agents's cadence: Plan → Build → QA → Launch → Inspect so reporting lines know when to approve or intervene.
• Pair every automation change with a "rip-cord" procedure the Sales Director or Ops Lead can trigger if leading indicators degrade.

GTM Agents Campaign Blueprint (Adopted)

Use this five-stage blueprint when large GTM initiatives require orchestration across demand gen, lifecycle, and RevOps teams:

1. Stage 1 – Briefing & Alignment
   • Confirm objective, ICP, offer, timeline, and budget.
   • Capture cross-functional stakeholders (Marketing Director, Sales Director, RevOps Lead) and escalation paths.
2. Stage 2 – Architecture
   • Map lifecycle stages to channels + automations.
   • Define entry/exit criteria, personalization logic, and compliance constraints.
   • Assign data availability checks (Serena) + documentation pulls (Context7) if needed.