A useful handoff connects the customer request to your agreed brief and gives your team a clear place to start the follow-up.
The checks come before the handoff
First, agree the services, territory and minimum project your team wants. Those requirements define the campaign brief. A request is then assessed against the agreed checks before it is delivered.
A request that does not meet a required check should not be presented as a fit. The lead preview on the homepage lets you see how an area mismatch or missing phone confirmation changes that decision.
Know what information your team receives
Your handoff should include the customer’s project description, location, contact information and relevant qualification details. Agree any additional fields your sales team needs during setup.
A customer’s written description adds context beyond a service category. It can explain the project scale, timing or what they want to discuss. Treat stated timing as customer context, then confirm it in the conversation.
- Project type and description
- Location and available contact information
- Required qualification checks
- Customer-stated timing where supplied
Agree where the request lands
Email, a CRM handoff or a webhook can support different team workflows. Agree the delivery option in your plan, including who receives it and how your team recognizes a new request.
For a CRM or webhook workflow, confirm the destination, required fields and a test handoff before launch. For email, confirm the recipient address and who will monitor it. The plan should make ownership clear, rather than leaving the first request in an unattended inbox.
Give every request an owner
Decide who reviews incoming requests and who contacts the homeowner. Have a short follow-up routine that acknowledges the project and explains the next step: a call, an estimate or a request for more detail.
Keep the team’s working hours and available capacity in mind. Delivery and sales follow-up are separate parts of the process. A completed handoff does not mean an appointment has been arranged.
Keep delivery and outcomes visible
Track whether the request arrived, whether your team made contact and what happened next. Keep a note when the project appears outside the agreed brief and raise it through the review process in your proposal.
Review qualification fit and sales outcomes separately. This lets you discuss a delivery issue, a criteria mismatch or a follow-up problem using the relevant information. It also gives your next campaign review a concrete starting point.
- A named owner for new requests
- A tested destination
- A routine for recording follow-up
- Agreed review conditions
Your next step
Tell us your trade, territory and preferred handoff. We’ll discuss the delivery details in your plan.
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