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Designing the revenue funnel model v1.0.0

Use this resource to design the revenue funnel model, from acquisition to the handoff to customer success

New

  • 326 downloads
  • 130 likes
  • 167 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install revenue-funnel-design

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sets the stages, the unit tracked (lead, buying group or account), the model's purpose and the cohort-based conversion assumptions. It states who owns each handoff between marketing, sales and CS. You get a documented macro model, without routing rules or detailed exit criteria.

Mostly picked by

Updated November 2, 2026

Card for the “Designing the revenue funnel model” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: interview, prior decisions, vocabulary and design shapes
  • references/: conversion methodology, framework selection, handoff SLAs and worked examples

Good fit for

  • You are rebuilding MQL, SQL and opportunity definitions
  • Your revenue plan relies on conversion rates nobody has justified

Not for

    Tags

    • funnel
    • conversion
    • MQL
    • marketing-sales handoff

    About

    You say

    “Design our B2B revenue funnel model, from demand to contract, with the marketing-to-sales handoffs.”

    Card for the “Designing the revenue funnel model” skill

    Skill published by mbfinotti under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design the revenue funnel model, from acquisition to the handoff to customer success
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json33.4 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/conversion-methodology.md6 KB
    • references/framework-selection.md7.4 KB
    • references/handoff-sla-design.md4.3 KB
    • references/worked-examples.md4.6 KB
    • SKILL.md26.1 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/revenue-funnel
    Licence
    MIT

    Notice

    « revenue-funnel » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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