24.05 BDR Handoff to Account Executive

Purpose: Ensure a smooth and efficient handoff process from BDRs to AEs.

Contents:

  • Introduction to Handoff Process:

    • Importance of a seamless handoff

    • Key performance indicators (KPIs)

  • Handoff Criteria:

    • Information required for a successful handoff

    • Documentation and communication standards

  • Handoff Process:

    • Preparing lead information

    • Communicating with AEs

    • Scheduling handoff meetings

  • Tools and Resources:

    • Using HubSpot for handoffs

    • Handoff templates and checklists

  • Best Practices:

    • Ensuring clarity and completeness of information

    • Maintaining a positive client experience

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