Step 01
Map the signal path
We interview growth, sales, and ops while reading Segment, the CRM, and billing directly, then chart where signal actually dies: the PQL definition three people remember differently, the score nobody recomputes, the routing rule that quietly stopped firing in March.
Output: the signal path, charted end to end
Step 02
Join product to pipeline
Events, accounts, opportunities, and revenue join into one model in your warehouse, with identity resolution handled once instead of per-tool. A PQL stops being a spreadsheet tab and becomes a queryable row with its full history attached.
Output: one joined model under growth and sales
Step 03
Define PQLs as code
Qualification logic becomes versioned, tested code: thresholds, exclusions, decay, and the reasoning in the comments. When the definition changes it changes in one place, recomputes the queue, and shows the diff: who entered, who dropped, and why.
Output: PQL logic you can test and diff
Step 04
Ship the handoff
Scored accounts route to owners in Attio or HubSpot with context attached: the triggering signal, the usage trend, the billing state, the suggested play. Alerts land in Slack as thresholds cross, so sales acts the same day growth generates the signal.
Output: the handoff, live as routing code
Step 05
Measure what converts
The weekly trace follows the funnel you actually run: signals fired, routed, worked, converted. Thresholds earn their values from closed-won evidence, and the misses stay visible instead of quietly composting at the bottom of the CRM.
Output: signal-to-close, traced weekly
Step 06
Feed experiments back
Every experiment writes its outcome into the same memory the routing reads. A pricing test reshapes scoring; an activation change moves the PQL threshold. The loop tightens every cycle, in infrastructure your team owns and can extend without us.
Output: a routing model your experiments train