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.