Handoff Orchestrator
No lead is dropped between marketing, SDR, and AE.
What this is actually for
The leak is not inside any team. It is in the seams: marketing considers a lead delivered, the SDR considers it not yet theirs, the AE never saw it. Every handoff is a queue with no owner and no clock, and the records that fall through it are invisible precisely because no team's dashboard counts them.
What the system does
- 01Makes each handoff an explicit state with an owner and a deadline, rather than an implied change of lifecycle stage.
- 02Carries the context across the seam - the source, the pages read, what was already said - so the receiving rep does not restart the conversation.
- 03Detects the stall. A record sitting in a handoff past its window is surfaced with the name of the person who has it, not aggregated into a funnel chart.
- 04Reconciles both sides nightly and reports the records that exist in one system's view of the funnel and not the other's.
What it needs from you
- A written definition of each stage boundary, agreed by both teams - the audit produces this if it does not exist.
- Access to the marketing automation platform and the CRM.
Nothing here goes live on our say-so. Before it runs against a real record, the system is graded by the Test Report - the document that scores it against a golden dataset of your own past cases, chosen and labelled by you. The gate is 85%: below that, or on any uncaught unsafe action, it does not ship.
One condition
We can't build this until the audit says it's your biggest leak.
Handoff Orchestrator is not sold on its own and there is no way to buy it from this page. It is scoped by the GTM Audit and delivered as a System Build, because the audit is what establishes whether this is the leak costing you most - and often it is not.
Find out whether this is your biggest leak
The GTM Audit ranks every leak in your engine by what it costs you. Three weeks, $5,000 fixed. You own the Operating Map at the end regardless of what you build next.