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John Shelton Marketing Ops · RevOps
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Conceptual automation spec

Tool agnostic automation intent based on segmentation membership. Designed to be honest about free tier constraints while demonstrating operational translation.

Diagram 1: Segment based automation dispatcher

A simple dispatcher that routes contacts based on segment membership and declared intent. The goal is operational clarity, not an over modeled scoring system.

Contact enters segment

Declared intent present?

High intent leads

High engagement, no intent

High priority, no declared intent

Any additional evaluation such as thresholds or recency checks is treated as runtime logic and not persisted as long lived state.

Diagram 2: High intent automation path

Declared intent routes the contact into an operational response. It does not inflate behavioral engagement.

Contact enters “High intent” segment

Create follow up task

Immediate response, SLA clock starts

Notify owner and route to queue

Operational handoff, not a scoring change

Guardrail

Do not inflate engagement score based on declared intent.

Intent is a routing signal. Engagement remains a behavioral measure.

Diagram 3: High engagement, no intent automation path

Engagement routes into nurture or soft outreach without treating behavioral interest as intent.

Contact enters “High engagement” segment

Tailored nurture or soft outreach

Contextual follow up, no pressure escalation

Guardrail

  • Do not treat engagement as intent
  • No SLA start

Engagement can inform prioritization, but intent remains explicit.