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How is a meeting handed over to us?
As a calendar invitation from your domain, with a video link, the purpose in a line and the name of the person they will meet. Your closer gets what the rep learned before the meeting, the rep confirms it before the day, and you tell us how it went.
The invitation.
From your domain, with a video link and the purpose in a line.
The handover note.
Who the prospect is, why they took the call, and what they said about the problem, in their words.
The confirmation.
The rep who booked the meeting confirms it before the day. A meeting agreed with a person is kept more often than one agreed with a calendar link.
Your feedback.
A poor fit tightens the criteria for the next one; a no-show goes back to the rep who booked it.
What a good handover contains has an example.
Last reviewed 9 October 2026. Anything here that has changed, tell us.
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