Lead Handoff & SLA Check

Check the marketing-to-sales handoff against the SLA both teams signed, with numbers each side can verify, so the weekly review argues about fixes instead of anecdotes.

When to use

When marketing says sales ignores its leads and sales says the leads are junk; when an SLA exists but nobody measures it; before changing the MQL threshold or the scoring points; or as the monthly check on a lead scoring and SLA sheet.

Before you start

1. Read the brand/product context first. Pull the ICP and the sales motion from .agents/product-marketing.md (or .agents/aaj-brand.md). If none exists, ask the user for the essentials.
2. Gather inputs:
   • Scoring model: fit criteria and behavior signals with points, and the MQL threshold. If the team uses the AAJ Lead Scoring and SLA Sheet, take them from its Fit criteria, Behavior criteria and Stages sheets.
   • SLA terms: the first-touch target in hours, the window for sales to accept or reject, marketing's promised MQLs per week, and the compliance target. If any is missing, say so; a term nobody wrote down cannot be checked.
   • Lead export (CSV from the CRM): id, created_at, fit and behavior points (or the criteria each lead met), became_mql_at, first_sales_touch_at, outcome (accepted, rejected, converted, open), and ideally decided_at and a rejection reason.
3. Confirm the objective: a check of the handoff the team already agreed, not a new scoring model. If there is no scoring model or SLA yet, build those first with the AAJ sheet, then come back.

Method