Rollout Guide
AI Product Intent to SQL Handoff Playbook for Revenue Teams
Revenue teams need a repeatable handoff model so high-intent users are not lost between product and sales systems. This playbook standardizes threshold, routing, and follow-up control points.
Implementation Steps
- Define PQL entry criteria by activation depth, feature adoption, and account fit.
- Set one routing rule for each PQL tier with owner assignment and SLA deadline.
- Track handoff conversion from PQL to SQL with weekly checkpoint targets.
- Review blocked handoff lines weekly and rebalance capacity before pipeline leakage grows.
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- Provider and model split recommendations
- Budget guardrail design by traffic stage
- KPI plan for spend, quality, and conversion