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Canonical stages7Acquisition through support
Authoritative production facts1Connected, valid, non-fixture sources
Sources needing attention5Stale, missing, degraded, or unauthorized
GTM initiatives7Project-bound development work

Canonical GTM taxonomy

Funnel, revenue, and customer-success stages

Each stage shows whether facts are production-authoritative, sample-only, stale, or not connected.

marketingunauthorized

Acquisition

unauthorized source - development changes require AEP governance

Canonical facts
channel attribution, campaign spend, CAC, ROI/ROAS, ACOS/TACOS
Provenance
trobs_erp:dataproduct/channel-orders-gmv @ 2026-10-16T11:30:00+08:00; review_radar:dataproduct/sn-voc-reviews @ 2026-10-16T10:00:00+08:00
Production fact
No
salesstale

Qualification

stale source - development changes require AEP governance

Canonical facts
lead source, qualified opportunity, omnichannel GMV, order conversion
Provenance
trobs_erp:dataproduct/channel-orders-gmv @ 2026-10-16T11:30:00+08:00; review_radar:dataproduct/sn-voc-reviews @ 2026-10-16T10:00:00+08:00
Production fact
No
salesstale

Pipeline

stale source - development changes require AEP governance

Canonical facts
pipeline stage, in-transit containers, demurrage risk, booking probability
Provenance
scm_logistics:dataproduct/sn-ocean-freight @ 2026-10-16T11:00:00+08:00; crm:contract/sn-growth-health @ 2026-07-20T08:00:00+08:00
Production fact
No
financevalid

Bookings

Development margin exposure: 31.8 %

Canonical facts
booking, real net margin, contribution margin, FBA storage fee
Provenance
finance:dataproduct/org-development-pnl @ 2026-07-22T08:55:00+08:00
Production fact
Yes
customer successstale

Renewals

stale source - development changes require AEP governance

Canonical facts
renewal date, 4+ star review rate, VOC sentiment, return rate
Provenance
review_radar:dataproduct/sn-voc-reviews @ 2026-10-16T10:00:00+08:00; crm:contract/sn-growth-health @ 2026-07-20T08:00:00+08:00
Production fact
No
customer successstale

Expansion

stale source - development changes require AEP governance

Canonical facts
expansion motion, sleep ecosystem cross-sell, repeat buyer LTV
Provenance
crm:contract/sn-growth-health @ 2026-07-20T08:00:00+08:00
Production fact
No
supportstale

Support

stale source - development changes require AEP governance

Canonical facts
priority/SLA, ticket resolution, customer impact, compensation flow
Provenance
review_radar:dataproduct/sn-voc-reviews @ 2026-10-16T10:00:00+08:00; crm:contract/sn-growth-health @ 2026-07-20T08:00:00+08:00
Production fact
No

Development initiatives

Governed changes to GTM systems

Recommended work must enter request, policy, approval, provisioning, and evidence paths before execution.

InitiativeDomainStateEvidenceNext
SweetNight 全球海运与海外仓滞港预警控制塔SCM Logisticsoperationson trackactiveevidence://sn/scm/16-safety-checks-logistics, evb-exception-workbench-001
调度急提车架并优先提柜至奇诺 (Chino) 海外仓,一键下发飞书卡片调度指令。Open App
跨境全渠道真实净毛利中枢Finance & Data Engineeringfinanceon trackactiveevidence://sn/data/freshness-sla-audit
启动海外仓自提换标降本策略,调整 FBA 补货批次节奏与退换货翻新流。Open App
多渠道买家心声与差评防御协同雷达Customer Operationsgrowthon trackactiveevb-feishu-bitable-001
自动派发飞书售后关怀工单,向买家提供 24h 恒温回弹建议与专属配件优惠券。
沃尔玛 DSV 自动化履约合规与防罚款协同Retail Operationsoperationson trackactiveevb-exception-workbench-001
通过 AEP 自动化调度 Trobs 自动回传接口,确保 OTIF 达标率 99.5% 以上。
Feishu Bitable workflow studioBusiness Automationoperationson trackactiveevb-feishu-bitable-001
Continue through the cutover gate checklist before production promotion.
Supply exception control towerSupply Opsoperationsat riskblockedevb-exception-workbench-001
Request refreshed certification and keep release in preview until evidence is current.
Growth, revenue, and customer-success workspaceRevenue Operationsgrowthat riskblockedevt-growth-source-stale
Refresh CRM/customer-success source certification through an AEP request before automating GTM changes.

Recommended changes

AEP lifecycle entry points

Links stay inside governed AEP routes and never jump to Admin, chat, or agent-definition surfaces.

high confidencepolicy passed

美西长滩港 3 个集装箱临近免箱期,调度急提避开每日 $220/柜 滞箱费

集装箱已到港 3 天,距 Last Free Day 仅剩 48 小时。急提调度经过 16 项安全基线校验,可立即一键下发提柜派工。

Evidence: evidence://sn/scm/16-safety-checks-logistics · freshness 2026-10-16T11:00:00+08:00
Open Application
high confidencepolicy passed

全渠道毛利模型捕获 FBA 仓储超容费异常,建议调整海运补货节奏

StarRocks 聚合穿透显示北美 FBA 仓储费超标 4.2%,建议启用海外仓自提换标降本策略降低旺季峰值库存。

Evidence: evidence://sn/data/freshness-sla-audit · freshness 2026-10-16T11:15:00+08:00
Open Application
high confidencepolicy required

Complete Feishu Bitable production cutover evidence

The provider plan is ready, but production promotion must go through evidence, GitOps, and rollback gates.

Evidence: evb-feishu-bitable-001 · freshness 2026-07-14T15:30:00+08:00
Enter lifecycle
high confidencepolicy required

CRM/customer-success facts are stale; refresh source certification

Pipeline, renewal, support, CAC, and ROI work cannot be called production success until the CRM/customer-success source refreshes and records evidence.

Evidence: evt-growth-source-stale · freshness 2026-07-22T09:05:00+08:00
Enter lifecycle
medium confidencepolicy required

Refresh supplier-risk certification before widening access

The data product is degraded, so new portfolio work should request a refreshed data-owner decision.

Evidence: evt-policy-review · freshness 2026-07-11T07:42:00+08:00
Enter lifecycle

Boundaries

Source records and product ownership

GTM stages use the canonical acquisition-to-support taxonomy and stay scoped to the signed-in organization.
Marketing, sales, finance, and support facts are production facts only when an authoritative non-fixture source is connected and fresh.
AEP stores governed development context, requests, approvals, and evidence; CRM, finance, helpdesk, and advertising systems remain systems of record.
Admin mutations, agent-definition edits, and chat/runtime use are excluded from this workspace.