I fixed a broken sales handoff for free. Here's what I found.

Hey everyone,

I've been building GTM systems for early-stage B2B SaaS teams. Looking to do 3 to 5 free workflow mapping sessions in exchange for case studies.

Most recent build: A seed-stage team hired their first SDR alongside a founding AE. Handoffs were verbal, AEs walked into demos blind, nobody owned follow up, deals went quiet.

I built them a system in Make.com + Hubspot:

- Mandatory qualification field before deal stage can advance (pain, budget signal, next step)

- AE auto-assigned with a deadline on demo confirmation

- Slack alert to founder if no activity logged within 48hrs of demo

- Lead auto-routes back to SDR after 2 unanswered follow-ups with a 7 day cooldown

Full build here: https://www.notion.so/SDR-AE-Handoff-Follow-Up-Ownership-System-33d9a78dea7981188a90c9282bde3677?source=copy_link

Best suited for teams where:

- A founding SDR or AE just joined and handoffs are still verbal

- Demos happening but follow-up is inconsistent

- One rep assumes the other is chasing — and nobody is

I work with HubSpot and build in Make.com, and leave you with written rules and an ownership SOP. Drop a comment or DM if you're interested.