Write a sales and marketing handoff agreement (SLA)
A written service level agreement between sales and marketing defining lead stages, volumes, follow-up times, and how disputes get resolved.
The prompt
Help me write a service level agreement between sales and marketing.
Funnel stages we use: [e.g. lead, MQL, SAL, SQL, opportunity]
Revenue target and pipeline goal from marketing: [NUMBERS or [ADD]]
Historical conversion rates: [MQL to SAL, SAL to opportunity, opportunity to won]
Who works leads: [SDRs, AEs, by segment]
Current friction: [e.g. sales ignores MQLs, marketing counts low-quality leads, disputes about attribution]
Draft an SLA covering:
1. Shared definitions of each stage, with entry criteria both teams sign off on.
2. Marketing's commitments: volume of qualified leads or pipeline per month, by segment, derived from the target and conversion rates (show the math).
3. Sales' commitments: time to first touch, minimum follow-up attempts and timeframe, required disposition (accept, reject with reason, recycle) within a set number of days.
4. Recycling and nurture rules for leads that aren't ready.
5. Reporting: the shared dashboard, metrics, and review cadence.
6. How disputes are raised and resolved, and how the SLA gets revised.
Return:
- The SLA document in plain language (1-2 pages).
- A metrics table: Metric | Definition | Target | Owner | Source report.
- An agenda for a monthly sales-marketing review meeting.
Use only numbers I provide; mark missing ones [ADD].
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Projects & Operations prompts
What to fill in
- e.g. lead, MQL, SAL, SQL, opportunity
- NUMBERS or [ADD
- MQL to SAL, SAL to opportunity, opportunity to won
- SDRs, AEs, by segment
- ADD
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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