Handoff
What is a Handoff?
A handoff is the moment when responsibility for a customer or deal transfers from one person/team to another.
Best Practices
Warm introduction, complete documentation, joint calls, clear expectation setting.
Typical Handoffs
SDR→AE (qualified lead), AE→CSM (Closed Won), CSM→AM (Renewal/Expansion).
Conclusion
Clean handoffs reduce churn and improve the customer experience.
A handoff is the structured transfer of a lead or opportunity between different teams or phases in the sales process.