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Zhongwei Li
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---
name: enablement-kit
description: Use to package collateral, talk tracks, and systems guidance for routed
plays.
---
# 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
1. **Context Brief** campaign goal, ICP, offer, key insights, reference dashboards.
2. **Talk Tracks & Scripts** intro lines, discovery questions, objection responses, CTA guidance.
3. **Collateral Pack** links to decks, one-pagers, case studies, demos, ROI calculators.
4. **System Instructions** CRM workflows, sequence enrollment steps, data entry requirements.
5. **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-standups` command to remind reps of latest resources.
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---
name: routing-logic
description: Use when defining or adjusting marketing-to-sales assignment rules.
---
# 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
1. **Qualification Criteria** map scoring thresholds, enrichment fields, and required consent.
2. **Owner Model** hierarchy (account owner, named AE, SDR pod), fallback logic, and tie-breakers.
3. **Capacity Modeling** lead volume forecasts vs available headcount, backlog thresholds.
4. **Automation Flow** MAP/CRM steps, dedupe rules, webhook/API dependencies.
5. **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.
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---
name: sla-tracking
description: "Use to design measurement, alerting, and reporting for MQL\u2192SQL\
\ SLAs."
---
# 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
1. **Definitions** clarify timestamps (MQL, SAL, SQL), owner transitions, and acceptance criteria.
2. **Targets** set response + acceptance SLAs per segment, region, or channel.
3. **Measurement** configure data pipelines pulling MAP + CRM events, dedupe logic, and exclusions.
4. **Alerting** thresholds, notification channels, severity levels, and on-call rotation.
5. **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-logic` updates when volume spikes create bottlenecks.
---