To Maya · AlderSent
The handoff example we discussed
Hi Maya, here’s the weekly handoff example for your production lead. It shows who owns each delivery and what’s still open. Would Thursday at 10 work to discuss your team’s handoff?
Meet Aera, your sales manager.
Prospect research, follow-ups, meeting coordination, and keeping your sales records current. Your AI manager handles the work around selling, so you can focus on the conversation.
Hey Aera, handle the follow-up with Alder. Send the example I promised and arrange our next call.
To Maya · AlderSent
The handoff example we discussedYour Manager
Your follow-up is sent.
Maya has the example. Your account record is updated. I’ll watch for her reply.
You finish the call. Aera handles the follow-up.
Tell Aera what to take care of. Your Manager uses the call notes and your materials, coordinates the team, and gets the work done across your email and sales tools.
Your call notes · Alder
Maya needs a clearer handoff between the studio and production. Her production lead wants to see an example.
You promisedSend the weekly handoff example and arrange another conversation.
Your Manager
I’ll have the team find your approved example, send Maya a useful follow-up, and update the account.
Research
Find the example discussed on the call.
Correspondence
Send Maya the example and next steps.
Account records
Record her priorities and the follow-up.
Alder · Account updated
- Priority
- Studio to production handoff
- Last contact
- Example sent to Maya
- Next step
- Awaiting a reply about Thursday
Your Manager
Your follow-up is sent.
The promised material is sent, and the conversation is recorded. I’ll take care of the reply.
When the prospect replies, Aera follows through.
You don’t have to turn every reply into another task. Your Manager checks availability, answers the message, and arranges the next conversation.
Maya · New reply
Thursday at 10 works. Can our production lead join us?
Aera · Reply sent
Your calendar checkedThursday · 10:00 AM available
Absolutely. I’ve added your production lead and sent the invitation for Thursday at 10. We’ll look at your current handoff together.
Sent
Alder follow-up call
Thursday · 10:00 AMYou, Maya, and the production lead
Invitations sent to everyone
Your Manager
Your next call is booked.
Maya and her production lead have the invitation. I’ve added their questions and the example to your meeting brief.
More of your sales work, handled.
Following up with Alder is one example. Give your Manager the research, coordination, and administration that keep pulling you away from prospects.
Know who you’re talking to
Aera researches prospect companies and contacts, checks the sources, and delivers a brief with useful reasons to get in touch.
Keep your records current
Aera updates contact details, logs conversations, and tracks the next step in your CRM, then reports which accounts need your attention.
Walk into the meeting ready
Aera brings the latest messages, previous promises, and open questions into a meeting brief you can read before the call.
More time for the conversations that matter.
Imagine your prospect research, follow-ups, and sales admin already taken care of. Meet your sales manager.