
SDR→AE Handoff PIP with RACI & Process Fixes
N.B. Upload or reference any existing corporate policies, risk taxonomy, and certification lists so they can be embedded verbatim in the questionnaire and scoring logic.
📄 Prompt Template
Construct a targeted PIP addressing weak SDR→AE handoffs impacting conversion. For [TeamNames], baseline current Stage-1→2 [ConversionRate] and define uplift targets per month in [Region]. Output format: Provide (1) a RACI table (Activity, SDR, AE, Manager, Ops, Enablement); (2) a Swimlane process map (textual steps with SLAs); (3) a Training & Certification plan (modules, practice labs, sign-off criteria); (4) a KPI table with numeric thresholds; and (5) a Communication plan (cadence, channels, artifacts). Specify coaching checklists for both SDR and AE and define what “good” looks like in discovery notes and CRM hygiene. Anchor all improvements to measurable conversion increases. [/Notes]Link to any existing SOPs; reconcile definitions of “Qualified” to avoid ambiguity. Include examples of acceptable handoff notes and calendar invites. [/Notes]