MARKETING

Lead Handoff Playbook

Leads don’t convert as soon as they enter your funnel. They transition through different stages from marketing to sales to customer success in the funnel. However, this journey is often riddled with a lot of friction, causing potential leads to slip through the cracks. And every lost lead equals lost revenue opportunity. Here’s a “lead handoff playbook” with simple frameworks for smooth handoffs at every lifecycle stage.


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