Resolve who takes the meeting
Apply outbound ownership and distribution rules so the SDR has a destination for the handoff.
A “yes” deserves
more than a handoff email.
The prospect has agreed to meet. Give the SDR a route to the account executive who should run that conversation, then move into booking.
Give the agreement a time
Continue into scheduling so the next step is a meeting on the calendar.
The next rep
needs to know it’s happening.
A meeting is only useful if the receiving rep is ready for it. Notify the assigned AE when a booking is made and use a separate reminder before the conversation.
Alert the receiving rep
Use a booking-event workflow to email the assignee or notify the team in Slack.
Leave time to prepare
Configure a before-meeting reminder so the AE can review the account before the call.
Frequently asked questions
Yes. It fits teams moving a prospect from an initial conversation to a meeting with the next sales rep. Outbound routing must be enabled for your account.