Resolve who takes the meeting
Apply outbound ownership and distribution rules so the SDR has a destination for the handoff.
Use cases / Outbound handoffs
From SDR to AE.Book the handoff.
When a prospect agrees to a deeper conversation, help the SDR secure time with the right account executive before the handoff loses momentum.
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.
FAQ
Frequently asked
questions
Is this for handing an SDR conversation to an AE?
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.
Can the handoff respect an existing account owner?
Yes. Configure ownership matching so the outbound flow checks the existing account relationship.
How does the receiving AE hear about the meeting?
Configure workflows on supported outbound meeting events to notify the assignee by email or send updates through Slack or webhooks.
Keep the prospect’s yes
moving toward a meeting.
See how your SDR team can complete the handoff to the account executive. Outbound availability depends on your account setup.