@ivannxbt/ai-config 0.1.0

package/.agents/skills/revops/SKILL.md

@@ -0,0 +1,343 @@
+---
+name: revops
+description: "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,' or 'data hygiene.' For cold outreach emails, see cold-email. For email drip campaigns, see email-sequence. For pricing decisions, see pricing-strategy."
+metadata:
+  version: 1.1.0
+---
+
+# RevOps
+
+You are an expert in revenue operations. Your goal is to help design and optimize the systems that connect marketing, sales, and customer success into a unified revenue engine.
+
+## Before Starting
+
+**Check for product marketing context first:**
+If `.agents/product-marketing-context.md` exists (or `.claude/product-marketing-context.md` in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
+
+Gather this context (ask if not provided):
+
+1. **GTM motion** — Product-led (PLG), sales-led, or hybrid?
+2. **ACV range** — What's the average contract value?
+3. **Sales cycle length** — Days from first touch to closed-won?
+4. **Current stack** — CRM, marketing automation, scheduling, enrichment tools?
+5. **Current state** — How are leads managed today? What's working and what's not?
+6. **Goals** — Increase conversion? Reduce speed-to-lead? Fix handoff leaks? Build from scratch?
+
+Work with whatever the user gives you. If they have a clear problem area, start there. Don't block on missing inputs — use what you have and note what would strengthen the solution.
+
+---
+
+## Core Principles
+
+### Single Source of Truth
+One system of record for every lead and account. If data lives in multiple places, it will conflict. Pick a CRM as the canonical source and sync everything to it.
+
+### Define Before Automate
+Get stage definitions, scoring criteria, and routing rules right on paper before building workflows. Automating a broken process just creates broken results faster.
+
+### Measure Every Handoff
+Every handoff between teams is a potential leak. Marketing-to-sales, SDR-to-AE, AE-to-CS — each needs an SLA, a tracking mechanism, and someone accountable for follow-through.
+
+### Revenue Team Alignment
+Marketing, sales, and customer success must agree on definitions. If marketing calls something an MQL but sales won't work it, the definition is wrong. Alignment meetings aren't optional.
+
+---
+
+## Lead Lifecycle Framework
+
+### Stage Definitions
+
+| 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 |
+
+### MQL Definition
+
+An MQL requires both **fit** and **engagement**:
+
+- **Fit score** — Does this person match your ICP? (company size, industry, role, tech stack)
+- **Engagement score** — Have they shown buying intent? (pricing page, demo request, multiple visits)
+
+Neither alone is sufficient. A perfect-fit company that never engages isn't an MQL. A student downloading every ebook isn't an MQL.
+
+### MQL-to-SQL Handoff SLA
+
+Define response times and document them:
+- MQL alert sent to assigned rep
+- Rep contacts within **4 hours** (business hours)
+- Rep qualifies or rejects within **48 hours**
+- Rejected MQLs go to recycling nurture with reason code
+
+**For complete lifecycle stage templates and SLA examples**: See [references/lifecycle-definitions.md](references/lifecycle-definitions.md)
+
+---
+
+## Lead Scoring
+
+### Scoring Dimensions
+
+**Explicit scoring (fit)** — Who they are:
+- Company size, industry, revenue
+- Job title, seniority, department
+- Tech stack, geography
+
+**Implicit scoring (engagement)** — What they do:
+- Page visits (especially pricing, demo, case studies)
+- Content downloads, webinar attendance
+- Email engagement (opens, clicks)
+- Product usage (for PLG)
+
+**Negative scoring** — Disqualifying signals:
+- Competitor email domains
+- Student/personal email
+- Unsubscribes, spam complaints
+- Job title mismatches (intern, student)
+
+### Building a Scoring Model
+
+1. Define your ICP attributes and weight them
+2. Identify high-intent behavioral signals from closed-won data
+3. Set point values for each attribute and behavior
+4. Set MQL threshold (typically 50-80 points on a 100-point scale)
+5. Test against historical data — does the model correctly identify past wins?
+6. Launch, measure, and recalibrate quarterly
+
+### Common Scoring Mistakes
+
+- Weighting content downloads too heavily (research ≠ buying intent)
+- Not including negative scoring (lets bad leads through)
+- Setting and forgetting (buyer behavior changes; recalibrate quarterly)
+- Scoring all page visits equally (pricing page ≠ blog post)
+
+**For detailed scoring templates and example models**: See [references/scoring-models.md](references/scoring-models.md)
+
+---
+
+## Lead Routing
+
+### Routing Methods
+
+| Method | How It Works | Best For |
+|--------|-------------|----------|
+| **Round-robin** | Distribute evenly across reps | Equal territories, similar deal sizes |
+| **Territory-based** | Assign by geography, vertical, or segment | Regional teams, industry specialists |
+| **Account-based** | Named accounts go to named reps | ABM motions, strategic accounts |
+| **Skill-based** | Route by deal complexity, product line, or language | Diverse product lines, global teams |
+
+### Routing Rules Essentials
+
+- Route to the **most specific match** first, then fall back to general
+- Always include a **fallback owner** — no lead should go unassigned
+- Round-robin should account for **rep capacity and availability** (PTO, quota attainment)
+- Log every routing decision for audit and optimization
+
+### Speed-to-Lead
+
+Response time is the single biggest factor in lead conversion:
+- Contact within **5 minutes** = 21x more likely to qualify (Lead Connect)
+- After **30 minutes**, conversion drops by 10x
+- After **24 hours**, the lead is effectively cold
+
+Build routing rules that prioritize speed. Alert reps immediately. Escalate if SLA is missed.
+
+**For routing decision trees and platform-specific setup**: See [references/routing-rules.md](references/routing-rules.md)
+
+---
+
+## Pipeline Stage Management
+
+### Pipeline Stages
+
+| Stage | Required Fields | Exit Criteria |
+|-------|----------------|---------------|
+| **Qualified** | Contact info, company, source, fit score | Discovery call scheduled |
+| **Discovery** | Pain points, current solution, timeline | Needs confirmed, demo scheduled |
+| **Demo/Evaluation** | Technical requirements, decision makers | Positive evaluation, proposal requested |
+| **Proposal** | Pricing, terms, stakeholder map | Proposal delivered and reviewed |
+| **Negotiation** | Redlines, approval chain, close date | Terms agreed, contract sent |
+| **Closed Won** | Signed contract, payment terms | Handoff to CS complete |
+| **Closed Lost** | Loss reason, competitor (if any) | Post-mortem logged |
+
+### Stage Hygiene
+
+- **Required fields per stage** — Don't let reps advance a deal without filling in required data
+- **Stale deal alerts** — Flag deals that sit in a stage beyond the average time (e.g., 2x average days)
+- **Stage skip detection** — Alert when deals jump stages (Qualified → Proposal skipping Discovery)
+- **Close date discipline** — Push dates must include a reason; no silent pushes
+
+### Pipeline Metrics
+
+| Metric | What It Tells You |
+|--------|-------------------|
+| Stage conversion rates | Where deals die |
+| Average time in stage | Where deals stall |
+| Pipeline velocity | Revenue per day through the funnel |
+| Coverage ratio | Pipeline value vs. quota (target 3-4x) |
+| Win rate by source | Which channels produce real revenue |
+
+---
+
+## CRM Automation Workflows
+
+### Essential Automations
+
+- **Lifecycle stage updates** — Auto-advance stages when criteria are met
+- **Task creation on handoff** — Create follow-up task when MQL assigned to rep
+- **SLA alerts** — Notify manager if rep misses response time SLA
+- **Deal stage triggers** — Auto-send proposals, update forecasts, notify CS on close
+
+### Marketing-to-Sales Automations
+
+- **MQL alert** — Instant notification to assigned rep with lead context
+- **Meeting booked** — Notify AE when prospect books via scheduling tool
+- **Lead activity digest** — Daily summary of high-intent actions by active leads
+- **Re-engagement trigger** — Alert sales when a dormant lead returns to site
+
+### Calendar Scheduling Integration
+
+- **Round-robin scheduling** — Distribute meetings evenly across team
+- **Routing by criteria** — Send enterprise leads to senior AEs, SMB to junior reps
+- **Pre-meeting enrichment** — Auto-populate CRM record before the call
+- **No-show workflows** — Auto-follow-up if prospect misses meeting
+
+**For platform-specific workflow recipes**: See [references/automation-playbooks.md](references/automation-playbooks.md)
+
+---
+
+## Deal Desk Processes
+
+### When You Need a Deal Desk
+
+- ACV above **$25K** (or your threshold for non-standard deals)
+- Non-standard payment terms (net-90, quarterly billing)
+- Multi-year contracts with custom pricing
+- Volume discounts beyond published tiers
+- Custom legal terms or SLAs
+
+### Approval Workflow Tiers
+
+| Deal Size | Approval Required |
+|-----------|-------------------|
+| Standard pricing | Auto-approved |
+| 10-20% discount | Sales manager |
+| 20-40% discount | VP Sales |
+| 40%+ discount or custom terms | Deal desk review |
+| Multi-year / enterprise | Finance + Legal |
+
+### Non-Standard Terms Handling
+
+Document every exception. Track which non-standard terms get requested most — if everyone asks for the same exception, it should become standard. Review quarterly.
+
+---
+
+## Data Hygiene & Enrichment
+
+### Dedup Strategy
+
+- **Matching rules** — Email domain + company name + phone as primary match keys
+- **Merge priority** — CRM record wins over marketing automation; most recent activity wins for fields
+- **Scheduled dedup** — Run weekly automated dedup with manual review for edge cases
+
+### Required Fields Enforcement
+
+- Enforce required fields at each lifecycle stage
+- Block stage advancement if fields are empty
+- Use progressive profiling — don't require everything upfront
+
+### Enrichment Tools
+
+| Tool | Strength |
+|------|----------|
+| Clearbit | Real-time enrichment, good for tech companies |
+| Apollo | Contact data + sequences, strong for prospecting |
+| ZoomInfo | Enterprise-grade, largest B2B database |
+
+### Quarterly Audit Checklist
+
+- Review and merge duplicates
+- Validate email deliverability on stale contacts
+- Archive contacts with no activity in 12+ months
+- Audit lifecycle stage distribution (look for bottlenecks)
+- Verify enrichment data accuracy on a sample set
+
+---
+
+## RevOps Metrics Dashboard
+
+### Key Metrics
+
+| Metric | Formula / Definition | Benchmark |
+|--------|---------------------|-----------|
+| Lead-to-MQL rate | MQLs / Total leads | 5-15% |
+| MQL-to-SQL rate | SQLs / MQLs | 30-50% |
+| SQL-to-Opportunity | Opportunities / SQLs | 50-70% |
+| Pipeline velocity | (# deals x avg deal size x win rate) / avg sales cycle | Varies by ACV |
+| CAC | Total sales + marketing spend / new customers | LTV:CAC > 3:1 |
+| LTV:CAC ratio | Customer lifetime value / CAC | 3:1 to 5:1 healthy |
+| Speed-to-lead | Time from form fill to first rep contact | < 5 minutes ideal |
+| Win rate | Closed-won / total opportunities | 20-30% (varies) |
+
+### Dashboard Structure
+
+Build three views:
+1. **Marketing view** — Lead volume, MQL rate, source attribution, cost per MQL
+2. **Sales view** — Pipeline value, stage conversion, velocity, forecast accuracy
+3. **Executive view** — CAC, LTV:CAC, revenue vs. target, pipeline coverage
+
+---
+
+## Output Format
+
+When delivering RevOps recommendations, provide:
+
+1. **Lifecycle stage document** — Stage definitions with entry/exit criteria, owners, and SLAs
+2. **Scoring specification** — Fit and engagement attributes with point values and MQL threshold
+3. **Routing rules document** — Decision tree with assignment logic and fallbacks
+4. **Pipeline configuration** — Stage definitions, required fields, and automation triggers
+5. **Metrics dashboard spec** — Key metrics, data sources, and target benchmarks
+
+Format each as a standalone document the user can implement directly. Include platform-specific guidance when the CRM is known.
+
+---
+
+## Task-Specific Questions
+
+1. What CRM platform are you using (or planning to use)?
+2. How many leads per month do you generate?
+3. What's your current MQL definition?
+4. Where do leads get stuck in your funnel?
+5. Do you have SLAs between marketing and sales today?
+
+---
+
+## Tool Integrations
+
+For implementation, see the [tools registry](../../tools/REGISTRY.md). Key RevOps tools:
+
+| Tool | What It Does | Guide |
+|------|-------------|-------|
+| **HubSpot** | CRM, marketing automation, lead scoring, workflows | [hubspot.md](../../tools/integrations/hubspot.md) |
+| **Salesforce** | Enterprise CRM, pipeline management, reporting | [salesforce.md](../../tools/integrations/salesforce.md) |
+| **Calendly** | Meeting scheduling, round-robin routing | [calendly.md](../../tools/integrations/calendly.md) |
+| **SavvyCal** | Scheduling with priority-based availability | [savvycal.md](../../tools/integrations/savvycal.md) |
+| **Clearbit** | Real-time lead enrichment and scoring | [clearbit.md](../../tools/integrations/clearbit.md) |
+| **Apollo** | Contact data, enrichment, and outbound sequences | [apollo.md](../../tools/integrations/apollo.md) |
+| **ActiveCampaign** | Marketing automation for SMBs, lead scoring | [activecampaign.md](../../tools/integrations/activecampaign.md) |
+| **Zapier** | Cross-tool automation and workflow glue | [zapier.md](../../tools/integrations/zapier.md) |
+
+---
+
+## Related Skills
+
+- **cold-email**: For outbound prospecting emails
+- **email-sequence**: For lifecycle and nurture email flows
+- **pricing-strategy**: For pricing decisions and packaging
+- **analytics-tracking**: For tracking pipeline metrics and attribution
+- **launch-strategy**: For go-to-market launch planning
+- **sales-enablement**: For sales collateral, decks, and objection handling

package/.agents/skills/revops/references/automation-playbooks.md

@@ -0,0 +1,290 @@
+# Automation Playbooks
+
+Platform-specific workflow recipes for HubSpot, Salesforce, scheduling tools, and cross-tool automation.
+
+## HubSpot Workflow Recipes
+
+### 1. MQL Alert and Assignment
+
+**Name:** MQL Notification and Task Creation
+**Trigger:** Contact property "Lifecycle Stage" is changed to "Marketing Qualified Lead"
+**Actions:**
+1. Rotate contact owner among sales team (round-robin)
+2. Send internal email notification to contact owner with lead context
+3. Create task: "Follow up with [Contact Name]" — due in 4 hours
+4. Send Slack notification to #sales-alerts channel
+5. Enroll in "MQL Follow-Up" sequence (if using HubSpot Sequences)
+**Outcome:** Every MQL gets assigned instantly with a clear SLA
+**Notes:** Set enrollment criteria to exclude leads already owned by a rep
+
+---
+
+### 2. MQL SLA Escalation
+
+**Name:** MQL SLA Breach Alert
+**Trigger:** Contact property "Lifecycle Stage" equals "MQL" AND "Days since last contacted" is greater than 0.5 (12 hours)
+**Actions:**
+1. Send internal email to contact owner: "SLA warning: [Contact Name] has not been contacted"
+2. If still no activity after 24 hours → send alert to sales manager
+3. If still no activity after 48 hours → reassign contact owner via rotation
+4. Create task for new owner: "Urgent: Contact [Contact Name] — reassigned due to SLA breach"
+**Outcome:** No MQL goes unworked for more than 48 hours
+**Notes:** Exclude contacts where last activity type is "Call" or "Meeting" (already engaged)
+
+---
+
+### 3. Lead Scoring Update and MQL Promotion
+
+**Name:** Auto-MQL on Score Threshold
+**Trigger:** Contact property "HubSpot Score" is greater than or equal to 65
+**Actions:**
+1. Set lifecycle stage to "Marketing Qualified Lead"
+2. Set "MQL Date" to current date
+3. Suppress from marketing nurture workflows
+4. Trigger MQL Alert workflow (recipe #1)
+**Outcome:** Leads automatically promote to MQL when they hit the scoring threshold
+**Notes:** Add suppression list for existing customers and competitors
+
+---
+
+### 4. Meeting Booked Notification
+
+**Name:** Meeting Booked Alert to AE
+**Trigger:** Meeting activity is logged for contact (via Calendly/HubSpot meetings)
+**Actions:**
+1. Send internal email to contact owner with meeting details
+2. Update contact property "Last Meeting Booked" to current date
+3. If lifecycle stage is "Lead" → update to "MQL"
+4. Create task: "Prepare for meeting with [Contact Name]" — due 1 hour before meeting
+5. Send Slack notification to #meetings channel
+**Outcome:** AEs are prepared for every meeting with full context
+**Notes:** Include recent page views and content downloads in notification email
+
+---
+
+### 5. Closed-Won Handoff to CS
+
+**Name:** Customer Onboarding Trigger
+**Trigger:** Deal stage is changed to "Closed Won"
+**Actions:**
+1. Update associated contact lifecycle stage to "Customer"
+2. Set "Customer Since" date to current date
+3. Assign contact owner to CS team member (based on segment/territory)
+4. Create task for CS: "Schedule kickoff call with [Company Name]" — due in 2 business days
+5. Enroll contact in "Customer Onboarding" email sequence
+6. Send internal notification to CS manager
+7. Remove from all sales sequences
+**Outcome:** Seamless handoff from sales to customer success
+**Notes:** Include deal notes, contract value, and key stakeholders in CS notification
+
+---
+
+### 6. Stale Deal Alert
+
+**Name:** Pipeline Hygiene — Stale Deal Detection
+**Trigger:** Deal property "Days in current stage" is greater than [2x average for that stage]
+**Actions:**
+1. Send internal email to deal owner: "Deal stale alert: [Deal Name] has been in [Stage] for [X] days"
+2. Create task: "Update or close [Deal Name]" — due in 3 business days
+3. If no update after 7 days → alert sales manager
+4. Add to "Stale Deals" dashboard list
+**Outcome:** Pipeline stays clean and forecast stays accurate
+**Notes:** Customize thresholds per stage (Discovery: 14 days, Proposal: 10 days, Negotiation: 21 days)
+
+---
+
+### 7. Recycled Lead Nurture Re-Entry
+
+**Name:** MQL Recycling to Nurture
+**Trigger:** Contact property "Sales Rejection Reason" is known (any value)
+**Actions:**
+1. Update lifecycle stage to "Recycled"
+2. Reset engagement score to baseline (keep fit score)
+3. Enroll in "Recycled Lead Nurture" sequence (lower frequency)
+4. Set "Recycle Date" to current date
+5. Set re-enrollment trigger: if HubSpot Score exceeds threshold again, re-trigger MQL workflow
+**Outcome:** Rejected leads get a second chance without clogging the pipeline
+**Notes:** Track recycled-to-MQL conversion rate as a separate metric
+
+---
+
+### 8. Lead Activity Digest
+
+**Name:** Daily Lead Activity Summary
+**Trigger:** Scheduled — daily at 8:00 AM local time
+**Actions:**
+1. Filter contacts: lifecycle stage is "SQL" or "Opportunity" AND had website activity in last 24 hours
+2. Send digest email to each contact owner with their leads' activity
+3. Include: pages visited, content downloaded, emails opened/clicked
+**Outcome:** Sales reps start each day knowing which leads are active
+**Notes:** Only include leads with meaningful activity (exclude single homepage visits)
+
+---
+
+## Salesforce Flow Equivalents
+
+### 1. MQL Alert and Assignment (Salesforce Flow)
+
+**Type:** Record-Triggered Flow
+**Object:** Lead
+**Trigger:** Lead field "Status" is changed to "MQL"
+**Flow steps:**
+1. Get Records: Query "Rep Assignment" custom object for next available rep
+2. Update Records: Set Lead Owner to assigned rep
+3. Create Records: Create Task — "Contact MQL: {Lead.Name}" with due date = NOW + 4 hours
+4. Action: Send email alert to new lead owner
+5. Update Records: Update "Rep Assignment" last-assigned timestamp
+**Notes:** Use a custom "Rep Assignment" object to manage round-robin state
+
+### 2. SLA Escalation (Salesforce Flow)
+
+**Type:** Scheduled-Triggered Flow
+**Schedule:** Every 4 hours during business hours
+**Flow steps:**
+1. Get Records: Leads where Status = "MQL" AND LastActivityDate < TODAY - 1
+2. Decision: Is lead older than 48 hours with no activity?
+   - YES → Reassign to next rep, create urgent task, alert manager
+   - NO → Send reminder email to current owner
+**Notes:** Pair with Process Builder for real-time alerts on initial assignment
+
+### 3. Pipeline Stage Automation (Salesforce Flow)
+
+**Type:** Record-Triggered Flow
+**Object:** Opportunity
+**Trigger:** Stage field is updated
+**Flow steps:**
+1. Decision: Which stage was it changed to?
+2. For each stage:
+   - **Discovery:** Create task "Complete discovery questionnaire"
+   - **Demo:** Create task "Prepare demo environment"
+   - **Proposal:** Create task "Send proposal" + alert deal desk if ACV > $25K
+   - **Closed Won:** Trigger CS handoff (create Case, assign CS owner, send welcome email)
+   - **Closed Lost:** Create task "Log loss reason" + add to win/loss analysis report
+
+### 4. Stale Deal Detection (Salesforce Flow)
+
+**Type:** Scheduled-Triggered Flow
+**Schedule:** Daily at 7:00 AM
+**Flow steps:**
+1. Get Records: Open Opportunities where Days_In_Stage > Stage_SLA_Threshold
+2. Loop through results:
+   - Create Task: "Update stale deal: {Opportunity.Name}"
+   - Send email to Opportunity Owner
+   - If Days_In_Stage > 2x threshold → send email to Owner's Manager
+3. Update custom field "Stale Flag" = true for dashboard visibility
+
+---
+
+## Calendly / SavvyCal Integration Patterns
+
+### Round-Robin Meeting Scheduling
+
+**Calendly setup:**
+1. Create a team event type with all eligible reps
+2. Distribution: "Optimize for equal distribution"
+3. Availability: Each rep manages their own calendar
+4. Buffer: 15 min before and after meetings
+5. Minimum notice: 4 hours (avoid last-minute bookings)
+
+**CRM integration:**
+1. Calendly webhook fires on booking
+2. Match invitee email to CRM contact
+3. If contact exists → assign meeting to contact owner (override round-robin if owned)
+4. If new contact → create lead, assign via routing rules, log meeting
+5. Set lifecycle stage to MQL (meeting = high intent)
+
+### SavvyCal Setup
+
+**Advantages over Calendly:**
+- Priority-based scheduling (prefer certain time slots)
+- Overlay calendars (show team availability in one view)
+- Personalized booking links per rep
+
+**Integration pattern:**
+1. Create team scheduling link with priority rules
+2. Webhook on booking → Zapier/Make → CRM
+3. Match or create contact, assign owner, create task
+4. Send confirmation with meeting prep materials
+
+### Meeting Routing by Criteria
+
+```
+Booking form submitted
+├─ Company size > 500? (form field)
+│  ├─ YES → Route to enterprise AE calendar
+│  └─ NO ↓
+├─ Existing customer? (CRM lookup)
+│  ├─ YES → Route to account owner's calendar
+│  └─ NO ↓
+└─ Round-robin across SDR team
+```
+
+### No-Show Workflow
+
+**Trigger:** Meeting time passes + no meeting notes logged within 30 minutes
+**Actions:**
+1. Wait 30 minutes after scheduled meeting time
+2. Check: Was a call or meeting logged?
+   - YES → No action
+   - NO → Send "Sorry we missed you" email to prospect
+3. Create task: "Reschedule with [Contact Name]" — due next business day
+4. If second no-show → flag contact and alert manager
+
+---
+
+## Zapier Cross-Tool Patterns
+
+### 1. New Lead → CRM + Slack + Task
+
+**Trigger:** New form submission (Typeform, HubSpot, Webflow)
+**Actions:**
+1. Create/update contact in CRM
+2. Enrich with Clearbit (if available)
+3. Post to Slack #new-leads with enriched data
+4. Create task in project management tool (Asana, Linear)
+
+### 2. Meeting Booked → CRM + Prep Email
+
+**Trigger:** New Calendly/SavvyCal booking
+**Actions:**
+1. Find or create CRM contact
+2. Update lifecycle stage to MQL
+3. Send prep email to assigned rep (include CRM link, LinkedIn profile, recent activity)
+4. Create pre-meeting task
+
+### 3. Deal Closed → Onboarding Stack
+
+**Trigger:** CRM deal stage changed to "Closed Won"
+**Actions:**
+1. Create customer record in CS tool (Vitally, Gainsight, ChurnZero)
+2. Add to onboarding project template
+3. Send welcome email via email tool
+4. Create Slack channel: #customer-[company-name]
+5. Notify CS team in Slack
+
+### 4. Lead Scoring → Cross-Tool Sync
+
+**Trigger:** CRM lead score crosses MQL threshold
+**Actions:**
+1. Update marketing automation platform status
+2. Add to retargeting audience (Facebook, Google Ads)
+3. Trigger SDR outreach sequence
+4. Log event in analytics (Mixpanel, Amplitude)
+
+### 5. SLA Breach → Multi-Channel Alert
+
+**Trigger:** CRM task overdue (MQL follow-up task)
+**Actions:**
+1. Send Slack DM to rep
+2. Send email to rep
+3. If 2+ hours overdue → Slack DM to manager
+4. If 4+ hours overdue → reassign in CRM (via webhook back to CRM)
+
+### 6. Weekly Pipeline Digest
+
+**Trigger:** Schedule — every Monday at 8:00 AM
+**Actions:**
+1. Query CRM for pipeline summary (total value, new deals, stale deals, expected closes)
+2. Format as summary
+3. Post to Slack #sales-team
+4. Send email digest to sales leadership