Handoff · the artefact
Sales Development Representative
owes notes
to Seller.
The call notes are forgotten before the next meeting.
The job on this handoff
Sales conversation
Then, one way this gets unstuck
- Pain
- forgotten call notes
- Job
- Listen well, capture what was said, and follow up with a proposal that reflects the real need.
- Unstuck by
- Captures discovery so the proposal can quote the customer, not the salesperson’s memory.
- Still owns
- Seller
- Way
- Fireflies