Deal follow-up
Best when the bottleneck is late intervention after signal change and the current lag is visible in CRM.
- Owner: sales leadership or RevOps
- Metric: cycle time / progression lag
- Readout: earlier next-step movement
Workflow playbooks
Playbooks for the workflows most likely to justify a Sprint.
Use these playbooks to understand scope, ownership, inputs, metrics, and what a credible readout should look like before Merjora is involved.
Lead routing and QA
Best when assignment drift, broken handoffs, or delayed correction already create measurable waste.
- Owner: RevOps
- Metric: speed-to-owner / routing accuracy
- Readout: fewer exceptions and faster correction
Queue triage
Best when repetitive admin drag is visible in hours lost, queue buildup, or delayed case handling.
- Owner: operations
- Metric: hours returned / handling time
- Readout: lower admin load and faster flow