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Play #4: The SDR to AE handoff

October 10, 2022

By Michelle Balaban

The sales development representative (SDR) to account executive (AE) relationship is key to booking quality meetings and generating pipeline. Use this play to ensure high-intent inbound leads get to AEs.

About the Play
In this play, SDRs can chat with inbound leads and understand their goals. Once an SDR has qualified the buyer and understands their intent, they can instantly loop in the AE into the chat. Then, the AE can take over the conversation from there in real-time.

If the AE isn’t available, the SDR can drop the AE’s calendar so the buyer can book time while they’re still in the chat.

Solutions Mentioned
Drift Live Chat
Drift Meetings

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