Sales qualification: systems & file handoffs
Plan how information enters and leaves the work. Start with an agreed qualification rubric and redacted enquiries and plan a draft lead summary for review.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- an agreed qualification rubric and redacted enquiries.
- Proposed result
- a draft lead summary for review.
- A decision to resolve
- unsupported assumptions about budget or intent.
This is a planning example. It does not describe a completed client engagement.
Systems & file handoffs for this project
- Confirm the source format for an agreed qualification rubric and redacted enquiries and the required delivery format for a draft lead summary for review.
- Carry a stable reference through each handoff so a reviewer can trace unsupported assumptions about budget or intent.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
Record the decision on unsupported assumptions about budget or intent alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.