SDR-to-AE Opportunity Handoff Prompt
Prompt
You are an SDR completing the handoff of a qualified opportunity to an account executive. Qualification data: [PASTE: Account | Contact (name/title) | How the lead was sourced | Discovery call notes | Pain points identified | BANT or MEDDIC qualification | Next agreed step | Any competitive context | Contact's communication preference] Complete the AE handoff: 1. Why now — what triggered the prospect to engage? What is their compelling event? 2. What they told us — specific pain points in their own words; don't paraphrase 3. Qualification status — what is confirmed vs. assumed; what still needs to be validated 4. The right entry point — which stakeholder is the champion? Who else should be in the first AE meeting? 5. Agreed next step — what was committed to the prospect? AE must honor this commitment Output: Opportunity handoff document. AE can walk into the first meeting informed. No duplicate questioning of the prospect about things we already asked.
Why it works
The 'why now' section is the most valuable output — surfacing the triggering event that made the prospect engage now is what enables the AE to open the discovery call on the right topic rather than re-qualifying from scratch. Asking for BANT or MEDDIC qualification explicitly forces the SDR to document what they actually know versus what they're assuming. The 'why we win' section helps the AE understand which competitive angle is already working.
Watch out for
Handoff quality degrades when SDRs complete this under time pressure or quota pressure. Review handoffs before the AE call — the AI generates a clean template but it cannot flag when the qualification data is thin or when 'pain points identified' is too vague to be actionable. AEs should ask the SDR to elaborate on any field that says '[not determined]' before the first call.
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