SDR to AE Handoff Protocol

Create a handoff protocol from SDR to AE for qualified leads.

Typical lead profile: {{lead_profile}}
Qualification criteria used: {{qualification_criteria}}
Current handoff issues: {{issues}}

Design a handoff protocol:

1. Qualification Checklist
   - Required information gathered
   - Minimum criteria met
   - Quality scoring system

2. Handoff Package Contents
   - Contact information
   - Discovery notes template
   - Pain points documented
   - Next step commitment secured
   - Timeline and urgency indicators

3. Handoff Process
   - How to transfer in CRM
   - Warm handoff call format
   - Email introduction template
   - AE response SLA

4. Quality Assurance
   - Handoff feedback loop
   - Rejection criteria and process
   - Coaching triggers

5. Success Metrics
   - Handoff acceptance rate
   - First meeting show rate
   - Conversion benchmarks