Outcome. The moment an SDR-booked discovery meeting lands on an AE's calendar, the AE gets a task carrying the context they need (who booked it, why, what the SDR learned) instead of walking in cold.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Meeting Scheduled, Booked by is known] --> B[Set Handoff date]
B --> C[Create handoff prep task for AE, includes SDR notes]
C --> D[Notify AE by internal email with link and notes]
D --> E{SDR notes blank?}
E -->|Yes| F[Remind SDR to log notes before the meeting]
E -->|No| G[End]
When to use it / when not to
- Use it when SDRs qualify and book meetings on behalf of AEs (SDR owns the contact until handoff, AE owns the meeting and the deal going forward).
- Use it when your team has had recurring "the AE didn't know why this meeting was booked" complaints.
- Do not use it if the same person books and takes the meeting (no handoff needed, this workflow only makes sense when two different reps are involved).
- Do not use it for meetings booked directly by the AE with their own contacts; only trigger it for SDR-originated bookings, see the enrollment filter below.
