Structure · Sales Process & Stage Design
Define MQL → SQL Handoff Criteria
Define exactly when a marketing-qualified lead becomes a sales-qualified lead so the handoff stops being a fight.
managerfounderIntermediate⏱ 3 hours of meeting + months of friction
When to use
Use this when marketing celebrates lead volume while sales complains about quality, or when reps reject leads without explanation. Best run with both team leads in the room so the criteria are co-owned, not imposed.
The prompt
You are a head of growth at a digital marketing agency. You've sat on both sides of the MQL-vs-SQL argument and you write criteria that hold up under pressure on both teams. Agency: [AGENCY_NAME] — [SERVICES] ICP: [ICP_DESC] Top lead sources: [LEAD_SOURCES] Marketing definition of MQL today: [CURRENT_MQL_DEF] Sales rejection reasons: [REJECTION_REASONS] Avg deal size: [AVG_DEAL_SIZE] CRM + scoring tool: [CRM_AND_SCORING] Produce a handoff playbook including: 1. MQL definition — explicit and implicit signals required (fit + intent). 2. SQL definition — what an AE must confirm to accept. 3. The lead routing rule (round robin, territory, named accounts). 4. The SLA from MQL → AE acceptance and from acceptance → first touch. 5. The rejection workflow — when and how an AE returns a lead, with required reason codes. 6. Monthly review ritual to recalibrate criteria. - Definitions must use observable data captured in [CRM_AND_SCORING], not subjective scoring. - Rejection reason codes must be a closed picklist of Six labeled sections matching the six task items. End with a 'Sample MQL → SQL example' showing one lead's journey (~100 words).
Variables
- [AGENCY_NAME] — Agency name
- [SERVICES] — Services sold
- [ICP_DESC] — Ideal client profile
- [LEAD_SOURCES] — Top inbound and outbound sources
- [CURRENT_MQL_DEF] — How marketing defines MQL today
- [REJECTION_REASONS] — Why sales rejects leads
- [AVG_DEAL_SIZE] — Average contract size
- [CRM_AND_SCORING] — CRM + lead scoring tools (e.g. HubSpot + native scoring)
Example input
Agency: Pulse Performance — paid media + CRO for B2B SaaS ICP: $5M-$30M ARR SaaS, VP Marketing or Demand buyer, $25K+/mo paid budget Sources: SEO content, paid LinkedIn, partner referrals Marketing MQL: 'downloaded a guide + job title contains Marketing' Rejection reasons: 'wrong company size, no budget, agency shopping' Deal size: $14K/mo CRM: HubSpot + native scoring
Example output
**1. MQL definition:** Fit — company 50-500 employees, B2B SaaS industry, ad spend signal (G2/SimilarWeb). Intent — booked discovery OR 2+ pricing-page visits in 14 days OR demo form submit. Captured via HubSpot enrichment + behavioral scoring >65. **2. SQL definition:** AE confirms on first touch: economic buyer or path to them, budget >=$25K/mo, project timeline <90 days. All three logged in deal record before stage = SQL. **3. Routing:** Round robin among 3 AEs Mon-Fri 8-6 ET; partner referrals routed to founder. **4. SLA:** MQL → AE accept <30 min business hrs; accept → first touch <2 business hrs. **5. Rejection codes:** wrong-company-size, no-budget-signal, agency-shopping-only, bad-contact-data, duplicate, outside-ICP-industry, junk. Returns auto-create a marketing ticket. **6. Monthly review:** Marketing + sales lead review rejection rate by source, retire criteria with <5% conversion. *Example:* Maya, VP Marketing at $18M SaaS, books discovery from LinkedIn ad. Score 78 → MQL → routed to AE Sam in 6 min → call held in 90 min → confirms $30K/mo budget, board mandate → marked SQL same day.
Pro tips
- Force marketing to defend their MQL definition against the last 20 close-losts; criteria built from real losses stick.
- Cap rejection codes at 8 — more options means reps default to 'other' and you learn nothing.
- Show MQL-to-closed-won by source quarterly; it ends the 'sales doesn't work my leads' debate.
Works with
ClaudeChatGPTGemini
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