SKILL

Define Handoff

Establishes marketing-to-sales routing design, SLAs, and enablement requirements.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

Command: define-handoff

Inputs

  • segment – target segment/persona (enterprise, mid-market, SMB, partner).
  • goal – business target (pipeline, expansion, product activation, ABM campaign).
  • response-sla – desired first-touch SLA (e.g., 2h, 1d).
  • capacity – optional SDR/AE capacity notes to shape routing rules.
  • dependencies – optional systems/content that must be ready (scoring, sequences, talk tracks).

GTM Agents Pattern & Plan Checklist

Derived from GTM Agents orchestrator blueprint @puerto/plugins/orchestrator/README.md#112-325.

  • Pattern selection: Handoff design usually follows a pipeline (intake → routing → SLA modeling → enablement → approvals). If routing + enablement prep can run in parallel, log a diamond segment with merge gate.
  • Plan schema: Save .claude/plans/plan-<timestamp>.json with objective, tasks, dependencies (data, tooling), context passing (scoring configs), error handling, and success metrics (SLA %, acceptance rate, conversion lift).
  • Tool hooks: Reference docs/gtm-essentials.md stack—Serena for CRM/MAP script diffs, Context7 for platform docs, Sequential Thinking for review cadence, Playwright for QA of lead forms/sequences.
  • Guardrails: Default retry limit = 2 for automation/build failures; escalation ladder = RevOps Director → Sales Manager → CRO.
  • Review: Use docs/usage-guide.md#orchestration-best-practices-puerto-parity checklist before execution to confirm agents, dependencies, deliverables.

Workflow

  1. Brief Intake – confirm funnel stage definitions, qualification criteria, scoring thresholds.
  2. Routing Blueprint – map lead ownership logic (account owner, round-robin, pod based) and required enrichment data.
  3. SLA Modeling – calculate achievable response times vs capacity, flag risks, define escalation ladder.
  4. Enablement Requirements – list assets, talk tracks, sequences, and dashboards each pod needs.
  5. Approval Packet – consolidate documentation for RevOps + sales leadership sign-off.

Outputs

  • Handoff design doc (routing matrix, SLA tables, escalation tree).
  • Data + tooling checklist (fields, integrations, automation flows) with owners.
  • Enablement kit request list with due dates.
  • Plan JSON entry stored/updated in .claude/plans for audit trail.

Agent/Skill Invocations

  • revops-director – leads routing/SLA design.
  • routing-logic skill – enforces qualification + assignment best practices.
  • enablement-kit skill – ensures supporting assets are ready.

GTM Agents Safeguards

  • Fallback agents: document substitutes (e.g., Sales Manager covering RevOps Director) when specialists unavailable.
  • Escalation triggers: if SLA breaches or routing failures exceed guardrails twice in 48h, trigger escalation to Sales + Marketing leadership per GTM Agents rip-cord.
  • Plan maintenance: update plan JSON whenever segments, routing logic, or enablement requirements change so audit trail mirrors GTM Agents standards.

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