01
Access to the route
Working access to the tools the lead passes through — sourcing, enrichment, sequencer, CRM, Slack, reporting.
Workflow Handoff Sprint
Clean the GTM handoffs your team already runs.
A focused 10-14 day sprint that follows a lead from source to reporting, then fixes the decisions that keep context, owner, reply status, alerts, and reporting moving between tools.
Sprint brief
Scoped engagement- Window
- 10-14 days
- Scope
- One lead-to-reporting workflow
- Stack
- Current tools only
- Output
- Route map, rules, operating notes
- Boundary
- Not outsourced sales
Begins after the audit confirms fit
The route we inspect
We follow one lead from source to reporting.
The sprint follows a single lead across six stages and checks what each one has to get right before the next. This is the route — and the cleanup is scoped to it.
Lead source → reporting
Inspected as one motion · 10-14 day sprintStage 01
Lead Source
How leads enter, and whether they qualify.
- Source labels
- ICP fit
- Owner
- Rejection path
Stage 02
Enrichment
Whether records carry what later stages need.
- Required fields
- Fallback logic
- Confidence rules
Stage 03
Outbound
What happens after a message is sent.
- Send status
- Reply type
- Bounces
- Opt-outs
Stage 04
CRM
Whether the system of record stays truthful.
- Stages
- Attribution
- Duplicates
- Ownership
Stage 05
Alerts
How urgent events reach the right person.
- Priority events
- Routing
- Exceptions
- SLA
Stage 06
Reporting
Whether the weekly view can be trusted.
- Source quality
- Reply outcomes
- Gaps
- Weekly view
How the sprint runs
A four-step engagement, scoped to one workflow.
The sprint moves from auditing the live motion to handing the routine back. Each step produces a decision the next one builds on.
01
Audit the live motion
Review the current tools, replies, reports, ownership, and handoffs exactly as they run today.
02
Map the decisions
Define the fields, owners, systems of record, routing, and exceptions the route depends on.
03
Clean the breakpoints
Fix the scoped workflow issues inside the tools your team already uses.
04
Handoff the routine
Leave the team with the artifacts and operating notes to keep it running.
What we need from you
Four things make the sprint work.
If you can bring these, the engagement moves fast. If you can't yet, the fit check will tell you what to line up first.
02
A live motion
An active or recently active outbound workflow. The sprint cleans a route that exists; it doesn't invent one.
03
A workflow owner
One person who can walk us through how leads actually move today — and make field and routing decisions.
04
A little of their time
Roughly 60–90 minutes of that owner's time per week during the sprint, for decisions and the final handoff.
What your team receives
Artifacts your team keeps and uses.
Every output is something the team can open after the sprint — a map, a rule set, or a note that keeps the route honest.
Artifact
What it clarifies
How your team uses it
Route map
What it clarifies
The full path a lead travels from source to reporting, with every handoff marked.
How your team uses it
Onboard reps and locate dropped context without tracing it live.
Handoff rules
What it clarifies
What has to be true for a lead to move from one stage to the next.
How your team uses it
Settle ownership before a lead stalls between tools.
Field map
What it clarifies
Which fields are required, who owns them, and what each one means downstream.
How your team uses it
Keep enrichment, outreach, CRM, and reporting reading the same record.
Reply routing
What it clarifies
How positive replies, objections, bounces, and opt-outs get separated and sent.
How your team uses it
Move every reply type to the right owner without manual triage.
CRM sync notes
What it clarifies
When records update, which system is the source of truth, and how duplicates resolve.
How your team uses it
Trust the CRM stage and owner without re-checking the campaign tool.
Alert rules
What it clarifies
Which events are urgent, who they route to, and what context travels with them.
How your team uses it
Act on priority replies and failures the day they happen.
Reporting view
What it clarifies
Source quality, reply outcomes, follow-up, and gaps in one operating view.
How your team uses it
Run the weekly review from signal instead of rebuilding it from exports.
Operating notes
What it clarifies
The maintenance decisions and exceptions behind the cleaned route.
How your team uses it
Keep the workflow from drifting after the sprint ends.
Scope & investment
What the sprint covers, and what it doesn’t.
The sprint stays narrow on purpose: one workflow, your current stack, a fixed window — priced only after the audit shows the real cleanup depth.
- Scope
- One lead-to-reporting workflow, current stack only.
- Window
- 10-14 days after fit is confirmed.
- Investment
- Scoped after the audit, based on stack complexity and cleanup depth.
- Not included
- Outsourced salesMeeting bookingNew platform buildPipeline guarantee
Next step
Start with the audit.
Confirm the handoff problem before committing to cleanup.