🤖 GTM RAG Checklist

Complete RAG Implementation Framework for Go-to-Market Teams

0 of 40 tasks completed (0%)
Strategy & Alignment
0/5
Define the GTM-RAG use-case and north-star metric for success measurement.
Map stakeholders and decision timeline using RACI framework.
Align desired output format with existing sales workflows and tools.
Establish success criteria and ROI measurement framework.
Define user personas and access permissions for the RAG system.
Data Preparation
0/6
Catalogue all source repositories (CRM, call recordings, documents, etc.).
Clean and de-duplicate documents to ensure data quality.
Implement chunking strategy with optimal token windows and overlap.
Version and label the dataset for tracking and rollback capabilities.
Establish data privacy and security protocols for sensitive information.
Create automated data ingestion pipelines for ongoing updates.
Retrieval Architecture
0/5
Select optimal embeddings model and vector store for your use case.
Configure hybrid search combining dense embeddings and BM25.
Tune re-ranking threshold and implement cross-encoder for relevance.
Design metadata filters for persona, region, and product line scoping.
Implement query expansion and semantic search optimization.
Prompt Engineering
0/5
Write the system prompt with grounding instructions and citation requirements.
Specify structured answer templates (markdown, tables, bullets, etc.).
Add fallback and refusal logic for out-of-scope queries.
Generate synthetic QA pairs for comprehensive evaluation testing.
Implement context-aware prompting for different user roles and scenarios.
Evaluation & Metrics
0/5
Assemble a comprehensive gold QA set with at least 100 test queries.
Automate groundedness, relevance, and latency evaluation metrics.
Create error taxonomy dashboard for tracking failure patterns.
Implement A/B testing framework for prompt and retrieval optimization.
Establish user satisfaction scoring and feedback collection system.
Deployment & Infrastructure
0/6
Containerize the RAG API and establish CI/CD pipeline.
Secure endpoints with authentication, rate limiting, and audit logging.
Configure CDN and caching strategies for optimal performance.
Set up blue-green deployment for zero-downtime updates.
Implement load balancing and horizontal scaling architecture.
Configure disaster recovery and backup procedures.
Monitoring & Observability
0/5
Deploy OpenTelemetry for distributed tracing and metrics collection.
Set up alerting for system health, performance, and error rates.
Track usage analytics and generate adoption insights.
Monitor LLM token usage and cost optimization opportunities.
Implement query logging for continuous improvement analysis.
Continuous Optimization
0/4
Schedule monthly fine-tuning reviews based on user feedback.
Build feedback loops for continuous knowledge base updates.
Document best practices and create internal RAG playbook.
Establish governance framework for ethical AI and bias monitoring.
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