# Write a clean SDR-to-AE handoff for a booked meeting

A concise handoff note that gives the account executive context, qualification, and what the prospect expects.

- Topic: Sales
- Framework: RTF
- Level: Standard
- Tags: Meetings, Sales, Write, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/write-a-clean-sdr-to-ae-handoff-for-a-booked-meeting

## Prompt

```text
Write a handoff note from me (SDR/BDR) to the account executive for a meeting I booked.

**Prospect and company:** [NAME, TITLE, COMPANY, SIZE, INDUSTRY]
**How the meeting was booked:** [cold call / email reply / inbound / event / referral]
**What they said, in their words:** [PAINS, CURRENT TOOLS, WHY THEY AGREED TO MEET]
**Qualification so far:** [budget, authority, need, timeline - what's known and unknown]
**Other people at the account:** [NAMES/ROLES, if known]
**What I promised them the meeting would cover:** [DETAILS]
**Meeting time and attendees:** [DETAILS]

Rules:
- Lead with why this meeting is worth the AE's time in one sentence.
- Separate facts the prospect stated from my impressions; label impressions clearly.
- Flag anything that could make the meeting go badly (e.g. low authority, just exploring, a competitor contract until next year).
- Keep it under 200 words, skimmable in 60 seconds.

Return:
1. The handoff note with headings: Why it matters, Who, What they said, Qualification, Expectations set, Risks, Suggested opening questions.
2. A one-line version for the CRM or Slack.
3. A short email introducing the AE to the prospect, confirming the meeting and agenda.
```

## What to fill in

- NAME, TITLE, COMPANY, SIZE, INDUSTRY
- cold call / email reply / inbound / event / referral
- PAINS, CURRENT TOOLS, WHY THEY AGREED TO MEET
- budget, authority, need, timeline - what's known and unknown
- NAMES/ROLES, if known
- DETAILS

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.