
Handoff details
Pass useful context to sales: need, account fit, source, and agreed next action. Avoid sending repeated low-information submissions. Document recurring costs and the person who controls each account.
Track acceptance, opportunities, and sales delay. Learn from declined accounts rather than evaluating the campaign on volume alone. Agree whether the evidence supports keeping, changing, or stopping the approach.
- A written brief
- Named responsibilities
- Agreed review points




