Lifecycle Mapping Frameworks Skill
When to Use
- Blueprinting onboarding, expansion, renewal, or churn-prevention journeys.
- Aligning automation programs with account stages, ICP tiers, or health scores.
- Auditing existing programs for gaps or over-saturation.
Framework
- Stage Definition – awareness, activation, adoption, expansion, advocacy (customize per business).
- Signal Library – activation events, product usage milestones, score thresholds, purchase behaviors.
- Touch Architecture – how many touches per stage, channel mix, personal vs automated.
- SLA Matrix – entry/exit criteria, owner, response time, success metrics.
- Experiment Layer – embed test slots to iterate hooks, cadences, or offers per stage.
Templates
- 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:
- Stage 1 – Briefing & Alignment
- Confirm objective, ICP, offer, timeline, and budget. - Capture cross-functional stakeholders (Marketing Director, Sales Director, RevOps Lead) and escalation paths.
- 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.
- 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.
- 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.
- 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.