Built to fix the messiest moment in sales, this pipeline gives SDRs and AEs one shared board for handing off qualified leads — with full context attached — so every booked meeting actually gets worked and nothing slips between roles.
What's Included
- Handoff stages: SDR Qualified, Meeting Booked, AE Accepted, Working, and Returned columns.
- Context fields: Qualification notes, pain points, meeting date, and accept/reject reason per card.
- AI qualification agent: An agent scores lead quality and summarizes handoff notes for the AE.
- 100+ integrations: Sync with your CRM so handoffs stay in sync.
How To Use
- Clone the handoff pipeline into Taskade.
- Have SDRs log qualified leads with context.
- AEs accept or return leads with a reason.
- Let the AI agent summarize each lead for faster acceptance.
Add an AI qualification agent to the workflow, or explore more sales pipeline templates for SDR teams.