Operationalize Pql Routing

Builds scoring, routing, and follow-up workflows for product-qualified leads.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Command: operationalize-pql-routing

Inputs

  • segment – cohort focus (startup, scaleup, enterprise, education, region).
  • threshold – minimum PQL/PQA score for routing.
  • destinations – systems/teams to notify (crm, cs, marketing, product-qualified team).
  • playbook – optional follow-up play (upsell, adoption, expansion, churn-save).
  • alerts – true/false to include Slack/email alerts for SLA breaches.

Workflow

  1. Signal Review – evaluate telemetry, entitlement, and intent fields for the segment.
  2. Scoring Model – configure scoring weights, decay rules, and enrichment mapping.
  3. Routing Map – define ownership, queue priority, and automation triggers.
  4. Playbook Assembly – package messaging, assets, and SLAs for each destination.
  5. Monitoring Hooks – establish dashboards + alerts for backlog, conversion, and SLA adherence.

Outputs

  • PQL scoring + routing spec (JSON/CSV + narrative).
  • Automation checklist for CRM/CS/rev tools.
  • Follow-up playbook with sequences, assets, and owners.

Agent/Skill Invocations

  • pql-ops-lead – owns scoring design + routing automation.
  • product-adoption-strategist – ensures messaging + enablement align to journey.
  • pql-framework skill – standardizes scoring methodology.
  • usage-health-scorecard skill – monitors conversion + health metrics.

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