Meeting Handoff from SDRs to AEs

Meeting handoffs are a complex manual process for everyone involved. SDRs want to arrange more meetings for AEs and AEs want to close more deals. This workflow template helps make the handoff from SDRs to AEs easier.

SDR Booked Meeting

Imagine this: An SDR has worked hard on an account and has finally arranged in the process of booking a meeting. With Default’s workflows, SDRs can easily enter the lead's data, like email, and set up a meeting with the right AE.

Routes and Assigns

The good stuff doesn’t end there. After the meeting is booked, Default automatically updates the CRM, making sure all records are current and correct. To finish off, the meeting owner gets a Slack notification about the scheduled meeting with some helpful context on the account.

Meeting Handoff Workflow

Default allows admins to fully customize the make meeting handoff processes, giving the revenue operations complete control over the workflow from enrichment configuration to custom Slack notifications.