Outcome. An MQL only becomes a fully sales-owned lead after a sales rep explicitly accepts it, closing the gap where marketing calls a contact "qualified" and sales quietly disagrees without ever saying so.
Workflow map
Enrollment, branches and actions at a glance
marketing-ops-041
flowchart TD
A[Lifecycle stage = Marketing Qualified Lead] --> B[Set status = Pending review]
B --> C[Create acceptance task for owner]
C --> D{Wait until Accepted/Rejected, expire 2 biz days}
D -->|Expired| E[Notify manager: review overdue]
D -->|Accepted| F[Set lifecycle stage = Sales Qualified Lead]
D -->|Rejected| G[Set lifecycle stage back to MQL/recycled]
G --> H[Notify marketing ops with rejection reason]
When to use it, when not to
- UseUse when marketing and sales disagree often enough about lead quality that a documented acceptance step would settle the argument with data instead of anecdote.
- UseUse as a lightweight middle step between MQL and full SQL, distinct from marketing-ops-002's direct MQL-to-SQL handoff.
- SkipDo not use if your team already trusts the MQL-to-SQL handoff without dispute. Adding a stage here is friction without benefit in that case.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the marketing ops pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
