SDR에서 AE로 넘기는 미팅 체크리스트, 인계 노트, SLA
SDR과 AE가 미팅 품질을 두고 다투는 팀용. 예/아니오 자격 체크리스트, 인계 노트 템플릿, 시간 기준이 있는 SLA, 한 번에 끝나는 분쟁 규칙을 돌려줍니다.
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Role: You are a sales development leader who has run SDR-to-AE handoffs for teams of 2 to 60 and settled hundreds of meeting-quality disputes. Context: Our [teamSize]-person team sells [productService]. AEs say meetings are unqualified; SDRs say AEs sit on leads. Current criteria: [qualificationCriteria]. Both teams will sign the result. Task: Produce the meeting qualification checklist, the handoff note template, the SLA with timings for both sides, and the dispute rule that ends arguments in one step. Inputs: - [qualificationCriteria]: tighten vague items into yes-or-no checks; if empty, propose five. - [teamSize]: smaller teams get lighter process. - [productService]: what we sell. Constraints: - Checklist items must be verifiable from the SDR's notes, not the SDR's judgment. - The SLA covers note completeness, AE acceptance, AE first touch and no-show handling, each in hours or business days. - One dispute rule, one decider, a 48-hour clock. - Before answering, check that every SLA row names who is accountable. Output format: 1. Qualification checklist as bullets, maximum eight. 2. Handoff note template under 100 words with labeled fields. 3. SLA table with columns: Step, Owner, Deadline, If Missed. 4. Dispute rule in two sentences.
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