
Handoff details
Pass useful context to sales: need, account fit, source, and agreed next action. Avoid sending repeated low-information submissions. Confirm that the business can access its accounts after handover.
Track acceptance, opportunities, and sales delay. Learn from declined accounts rather than evaluating the campaign on volume alone. Choose the next task from the review rather than repeating the calendar.
- A written brief
- Named responsibilities
- Agreed review points




