Pipeline and Sales handover
Negative outcomes remain explicit: No Response · Not Interested · Not Relevant · Follow-up Later.
Qualification checklist
0/6 complete
If the Associate is relevant, shows real interest and agrees to meet, move the record to Sales scheduling.
Meeting brief builder
Sales should never enter a meeting without context. Complete this brief before handover.
OBAOL Supreme — BD to Sales Meeting Brief Associate name: — Company: — Associate type: — Product / commodity: — Country: — LinkedIn profile: — Company website: — Conversation summary: — Reason for meeting: — Interested area: — Meeting date and time: — Assigned Sales person: —
Ownership boundary
Conversation → Scheduled meeting
Identify, engage, educate, qualify, schedule and provide context.
Qualified meeting → Conversion
Discover requirements, explain deeply, handle objections and convert.
Sales feedback loop
After the meeting, Sales must update the shared record. Otherwise BD may continue contacting the Associate without knowing the result. Maintain one Associate record containing company and contact information, category, products, geography, BD owner, conversation history, status, follow-up date, registration status, meeting details, Sales owner, notes and final outcome.