
Handoff details
Pass useful context to sales: need, account fit, source, and agreed next action. Avoid sending repeated low-information submissions. Record the tools, owners, and renewal dates involved.
Track acceptance, opportunities, and sales delay. Learn from declined accounts rather than evaluating the campaign on volume alone. Leave the team with a decision, an owner, and a review date.
- A written brief
- Named responsibilities
- Agreed review points




