1
Define the marketing-to-sales handoff contract
30-60 min
30-60 min
Specify qualification score, required contact and organization fields, target pipeline and stage, owner-routing SLA, required next task, and nurture exit. Work from ActiveCampaign using deal ID, pipeline, stage, stage entered date as the minimum evidence set. Complete this work in ActiveCampaign or the controlled working file; no Claude prompt is needed for this step. Save the finished artifact in the marketing-to-sales handoff exception queue with the run date, owner, evidence reference, confidence, and approval status. Treat existing open deals as a separate exception class and do not count it as failure unless the policy says so.
Output
Define the marketing-to-sales handoff contract completed as a dated section of the marketing-to-sales handoff exception queue, with deal ID, handoff completion rate, evidence links, owner, and approval status for create missing deal.
ActiveCampaign
Pro tip
Do not let deal ID stand in for pipeline; that shortcut creates false positives in deal pipeline handoff. Document the result in the same run folder so the next cycle can compare like with like. Apply it specifically during “Define the marketing-to-sales handoff contract.”
2
Export contacts, deals, tasks, and automation activity
30-60 min
30-60 min
Pull contact ID, organization, score, tags, source, deal ID, pipeline, stage, owner, stage date, last activity, next task, due date, and handoff automation. Capture stage, stage entered date, deal owner, contact ID in a dated working table before interpreting the result. Complete this work in ActiveCampaign or the controlled working file; no Claude prompt is needed for this step. Save the finished artifact in the marketing-to-sales handoff exception queue with the run date, owner, evidence reference, confidence, and approval status. Quality-check the result against deal owner is assigned within SLA, then route any contradiction to the named data owner.
Output
Export contacts, deals, tasks, and automation activity completed as a dated section of the marketing-to-sales handoff exception queue, with pipeline, owner-assignment latency, evidence links, owner, and approval status for assign owner.
ActiveCampaign
Pro tip
Keep channel partners visible as its own class because merging it into the main failure rate will distort the decision. Document the result in the same run folder so the next cycle can compare like with like. Apply it specifically during “Export contacts, deals, tasks, and automation activity.”
