Handoff · the artefact
SDR
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