Sales qualification: handover checklist
Make the result understandable to the next person. 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.
Handover checklist for this project
- Assign an owner for knowledge updates, evaluations and access reviews. Keep tool actions auditable.
- Deliver a draft lead summary for review with references to an agreed qualification rubric and redacted enquiries.
- List any unresolved questions about unsupported assumptions about budget or intent, with an owner and proposed next step.
Questions to answer together
- Which files, instructions and access details must be transferred?
- Who owns updates and unresolved questions?
- How can someone trace a result back to its source?
What to have at the end
A handover register with deliverables, owners, known limitations and open actions.
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.