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managing-marketing-ops

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UpdatedFebruary 22, 2026 at 09:40

Use when the CRM is unreliable or inconsistently used, when lead routing is manual and slow, when marketing tools are disconnected or underutilized, when there are no documented SOPs for repeatable marketing processes, when marketing and sales lack shared definitions and handoff SLAs, or when data quality is degrading. Use when operational infrastructure is blocking execution of other marketing skills.

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amogha-dalvi/Marketing_GTM

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SKILL.md

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name	managing-marketing-ops
description	Use when the CRM is unreliable or inconsistently used, when lead routing is manual and slow, when marketing tools are disconnected or underutilized, when there are no documented SOPs for repeatable marketing processes, when marketing and sales lack shared definitions and handoff SLAs, or when data quality is degrading. Use when operational infrastructure is blocking execution of other marketing skills.
user-invocable	true
metadata	{"version":"1.0.0"}

Marketing Ops & Tech Stack

Overview

Marketing Ops is the operational backbone that makes every other marketing skill run. This skill builds the tech stack, CRM infrastructure, automation workflows, RevOps alignment, and AI agent deployments that turn strategy into repeatable execution.

When to Use

CRM is partially configured, inconsistently used, or full of duplicates
Lead routing is manual and leads sit for hours or days
Marketing, sales, and finance each report different numbers
Tools are disconnected with CSV exports and manual data entry
No documented SOPs for campaigns or lead management
Lead scoring does not exist or reflect actual buyer behavior

Don't use when: CRM is clean and trusted, lead routing is automated under 1-hour SLA, SOPs are documented, and tools are integrated with validated data flows.

Quick Reference

Phase	Duration	Output
Tech stack audit and blueprint	Day 1-5	Tool inventory, target architecture
CRM setup and data infrastructure	Day 6-10	Lifecycle stages, data quality standards
Automation workflow build	Day 11-18	Lead routing, nurture, onboarding, reporting
Integration architecture	Day 19-22	Integration map, data flow validation
RevOps alignment	Day 23-25	Shared definitions, SLAs, feedback loops
SOPs and AI agent deployment	Day 26-30	Process docs, AI agent playbook

Core Deliverables

Tech Stack Audit and Blueprint -- Tool inventory plus target architecture
CRM and Data Infrastructure -- Lifecycle stages, scoring, data quality
Automation Workflows -- Lead routing, nurture, onboarding, reporting
Integration Architecture -- Tool connections and data flow validation
RevOps Alignment -- Shared definitions, SLAs, feedback loops
Marketing SOPs -- Campaign, lead management, reporting checklists
AI Agent Playbook -- Routing, reporting, cleanup, personalization agents

Common Mistakes

Buying enterprise tools for startup problems
Automating a broken process (fix process first)
Skipping CRM hygiene (bad data compounds monthly)
Integrating everything to everything
Letting tools drive process instead of defining process first
Teams using different definitions for the same terms
Ignoring lead score decay
Going live without testing the full lead flow

Integration

Feeds into: Loops back to all skills as operational infrastructure

Refresh: Tech stack audit quarterly. CRM cleanup monthly. Scoring and automation audit quarterly. Integration check monthly. Full ops assessment every 6 months.

See workflow.md for detailed phase-by-phase execution, tech stack blueprints by ARR level, CRM setup checklists, automation workflow diagrams, integration maps, and SOP templates.

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name	managing-marketing-ops
description	Use when the CRM is unreliable or inconsistently used, when lead routing is manual and slow, when marketing tools are disconnected or underutilized, when there are no documented SOPs for repeatable marketing processes, when marketing and sales lack shared definitions and handoff SLAs, or when data quality is degrading. Use when operational infrastructure is blocking execution of other marketing skills.
user-invocable	true
metadata	{"version":"1.0.0"}

Marketing Ops & Tech Stack

Overview

When to Use

CRM is partially configured, inconsistently used, or full of duplicates
Lead routing is manual and leads sit for hours or days
Marketing, sales, and finance each report different numbers
Tools are disconnected with CSV exports and manual data entry
No documented SOPs for campaigns or lead management
Lead scoring does not exist or reflect actual buyer behavior

Don't use when: CRM is clean and trusted, lead routing is automated under 1-hour SLA, SOPs are documented, and tools are integrated with validated data flows.

Quick Reference

Phase	Duration	Output
Tech stack audit and blueprint	Day 1-5	Tool inventory, target architecture
CRM setup and data infrastructure	Day 6-10	Lifecycle stages, data quality standards
Automation workflow build	Day 11-18	Lead routing, nurture, onboarding, reporting
Integration architecture	Day 19-22	Integration map, data flow validation
RevOps alignment	Day 23-25	Shared definitions, SLAs, feedback loops
SOPs and AI agent deployment	Day 26-30	Process docs, AI agent playbook

Core Deliverables

Tech Stack Audit and Blueprint -- Tool inventory plus target architecture
CRM and Data Infrastructure -- Lifecycle stages, scoring, data quality
Automation Workflows -- Lead routing, nurture, onboarding, reporting
Integration Architecture -- Tool connections and data flow validation
RevOps Alignment -- Shared definitions, SLAs, feedback loops
Marketing SOPs -- Campaign, lead management, reporting checklists
AI Agent Playbook -- Routing, reporting, cleanup, personalization agents

Common Mistakes

Buying enterprise tools for startup problems
Automating a broken process (fix process first)
Skipping CRM hygiene (bad data compounds monthly)
Integrating everything to everything
Letting tools drive process instead of defining process first
Teams using different definitions for the same terms
Ignoring lead score decay
Going live without testing the full lead flow

Integration

Feeds into: Loops back to all skills as operational infrastructure

Refresh: Tech stack audit quarterly. CRM cleanup monthly. Scoring and automation audit quarterly. Integration check monthly. Full ops assessment every 6 months.

See workflow.md for detailed phase-by-phase execution, tech stack blueprints by ARR level, CRM setup checklists, automation workflow diagrams, integration maps, and SOP templates.