Lifecycle Mapping

• Lifecycle heat map (stage vs metric vs automation coverage).
• SLA worksheet (stage, trigger, owner, time-to-response, fallback).
• Journey backlog board (ideas, prioritized, building, live, measuring).
• GTM Agents Campaign Planning Checklist – captures marketing director playbook @puerto/README.md#183-212.
• KPI Guardrails Sheet – track reach, engagement, SQL impact, CAC payback with min/max thresholds.
• Status Packet Template – weekly single-slide update mirroring GTM Agents project-manager format @puerto/TEAM-STRUCTURE.md#193-204.

Tips

• Limit simultaneous journeys per contact; define prioritization rules.
• Include manual checkpoints (CSM/AE) for high-touch segments.
• Document every assumption so experiments can deliberately challenge them.
• Lock KPIs before build starts and refuse scope creep until metrics + owners are confirmed.
• Borrow GTM Agents's cadence: Plan → Build → QA → Launch → Inspect so reporting lines know when to approve or intervene.
• Pair every automation change with a "rip-cord" procedure the Sales Director or Ops Lead can trigger if leading indicators degrade.

GTM Agents Campaign Blueprint (Adopted)

Use this five-stage blueprint when large GTM initiatives require orchestration across demand gen, lifecycle, and RevOps teams:

1. Stage 1 – Briefing & Alignment
   • Confirm objective, ICP, offer, timeline, and budget.
   • Capture cross-functional stakeholders (Marketing Director, Sales Director, RevOps Lead) and escalation paths.
2. Stage 2 – Architecture
   • Map lifecycle stages to channels + automations.
   • Define entry/exit criteria, personalization logic, and compliance constraints.
   • Assign data availability checks (Serena) + documentation pulls (Context7) if needed.
3. Stage 3 – Build & QA
   • Break work into swimlanes (journey build, content, data, QA) and track in backlog.
   • Require Playwright or similar browser QA for every externally facing experience.
4. Stage 4 – Launch & Monitor
   • Set Day 0/Day 7 KPI guardrails (e.g., form conversion ≥ 4%, unsubscribe ≤ 0.4%).
   • Route anomalies to the Operations Lead with a rollback procedure.
5. Stage 5 – Inspect & Iterate
   • Use Sequential Thinking to run structured retros (what worked, what failed, hypotheses for next wave).
   • Feed learnings back into lifecycle heat map + SLA matrix.

Status Reporting Template

Campaign: <Name>
Week Ending: <Date>

1. Highlights (wins, blockers, escalations)
2. KPI Snapshot (target vs actual vs guardrail)
3. Journey Coverage (stage, channel, live %)
4. Next 5 Actions (owner, due date)
5. Risks & Decisions Needed (include GTM Agents-style RAG)

Use this template to sync with Sales Director, Partnership Manager, and Project Manager counterparts each week.