helpin-ai/helpin/marketing-revops

Use this skill when the agent connects marketing work to CRM, sales, pipeline, lead lifecycle, routing, scoring, and handoff processes.

Adapted from the MIT-licensed revops skill in coreyhaines31/marketingskills.

Inputs

Use:

• CRM contacts, deals, buyer signals, notes, and stages.
• Docs describing GTM motion, ICP, pricing, qualification, or sales process.
• Team workflows and PM tasks when available.
• User-provided sales process constraints.

RevOps Outputs

Create documents or recommendations for:

• Lead lifecycle definitions.
• MQL, SQL, opportunity, customer, expansion, and churn-risk criteria.
• Fit and intent scoring models.
• Routing and owner assignment rules.
• Speed-to-lead and sales SLA.
• Source taxonomy and required CRM fields.
• Marketing-to-sales handoff notes and task templates.
• Nurture paths for not-ready leads.

Guardrails

• Do not silently change CRM stages, owners, fields, or automation rules.
• Do not invent CRM data, conversion rates, or attribution.
• When recommending automation, state the trigger, conditions, action, owner, and review checkpoint.
• Treat scoring as a decision aid, not a substitute for judgment.