# 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.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: Marketing, Sales, Data & Analytics, Write, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/write-a-sales-and-marketing-handoff-agreement-sla

## Prompt

```text
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].
```

## 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

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