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When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and proc
Passed 16 of 22 test cases with the skill, and 10 of 22 without it.
and 6 more in the full report
6 fixed10 passed either way6 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 6 test cases the skill fixed. Same model, same prompt, with and without the skill.
Our sales team is asking for custom discount approvals. Reps want any discount up to 30% to be approved by their direct Sales Manager, with VP Sales approving anything above 30%. How should we structure the approval tiers and discount thresholds for non-standard pricing?
| Checked | Without skill | With skill |
|---|---|---|
| Assigns Sales Manager discount approval authority to discounts between 10% and 20%. | Missed | Passed |
| Assigns VP Sales discount approval authority to discounts between 20% and 40%. | Missed | Passed |
| Requires formal Deal Desk review for discounts exceeding 40%. | Missed | Passed |
The instructions your model reads when the skill loads.
| Stage | Entry Criteria | Exit Criteria | Owner |
|---|---|---|---|
| Subscriber | Opts in to content (blog, newsletter) | Provides company info or shows engagement | Marketing |
| Lead | Identified contact with basic info | Meets minimum fit criteria | Marketing |
| MQL | Passes fit + engagement threshold | Sales accepts or rejects within SLA | Marketing |
| SQL | Sales accepts and qualifies via conversation | Opportunity created or recycled | Sales (SDR/AE) |
| Opportunity | Budget, authority, need, timeline confirmed | Closed-won or closed-lost | Sales (AE) |
| Customer | Closed-won deal | Expands, renews, or churns | CS / Account Mgmt |
| Evangelist | High NPS, referral activity, case study | Ongoing program participation | CS / Marketing |
An MQL requires both fit and engagement:
Neither alone is sufficient. A perfect-fit company that never engages isn't an MQL. A student downloading every ebook isn't an MQL.
Define response times and document them:
For complete lifecycle stage templates and SLA examples: See references/lifecycle-definitions.md
Explicit scoring (fit) — Who they are:
test cases passed, vs 10 / 22 without
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