SDR-to-AE Handoff and SLA Pack
A meeting definition builder, SLA terms, rejection reasons and a monthly scorecard, so SDRs and AEs stop arguing about what a good meeting is.
Excel packExcel (.xlsx)60 minutesSales teams
What is inside
- A meeting definition builder: mark each criterion as must-have, nice-to-have or not required, and see the definition it produces.
- SLA terms with an owner for each, ready to edit.
- Rejection reasons with clear definitions.
- A handoff log that records time to decision and whether the SLA was met.
- A monthly scorecard showing accepted share, rejection reasons and SLA performance.
Who it is for
Heads of sales and managers of SDR and AE teams who keep disagreeing about meeting quality.
How to use it
- Open it and fill in the yellow cells with real, current examples.
- Read what it flags, and pick the one or two things that matter most.
- Share it with the people who need to act, and revisit in a month.
Why we made it
Because the handoff is where most disagreements between SDRs and AEs begin.
What it will not do
It makes the agreement explicit. The agreement only works if both managers actually agree to it.
Keep going
Use it with.
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