
Handoff details
Pass useful context to sales: need, account fit, source, and agreed next action. Avoid sending repeated low-information submissions. Ask customer-facing staff which details people need before deciding.
Track acceptance, opportunities, and sales delay. Learn from declined accounts rather than evaluating the campaign on volume alone. Check what happens after the customer clicks, submits, or calls.
- A written brief
- Named responsibilities
- Agreed review points




