For account executives · Teams evaluation
Start the next conversation with the context intact.
The meeting is booked, but the reason behind it often stays with the BDR. Explore what a useful handoff should carry into discovery: the evidence, what qualification established, what is still unknown and who owns the next step.
- Account context
- Regional office opening; six sales roles hiring.Company newsroom · careers page · illustrative
- Qualification
- Dana owns onboarding for the new team and agreed to a 30-minute discovery call.From the BDR’s call notes
- Still unknown
- Budget owner, current onboarding tools, timeline for the new reps.
- Next action
- Discovery on Thursday: confirm how new reps get account context today.
- Owner
- AEJordan (AE), with Sam (BDR) on the first call
What gets lost
The BDR knew six things. The invite carried one.
When a meeting moves from BDR to AE as a calendar invite, discovery starts by rebuilding research someone already did. The evaluation begins with what the handoff needs to carry.
What the BDR learned
- Why the account was worth calling now
- The source behind it, and its date
- Who answered and what they own
- What they said about the current process
- The questions that were not answered
- The next step both sides agreed
What often reaches the AE
- A meeting time and a name
- The reason and the source
- What qualification established
- The open questions
- Who owns the next step
A common pattern described for discussion, not a measurement of any team.
Evidence and the unknown
Separate what was observed from what is assumed.
A good handoff keeps three things apart: the account evidence, what the conversation established, and the questions discovery still has to answer. Mixing them is how an assumption becomes a forecast.
Observed
The account change and its named source.
Example: a regional office announced on 14 Oct.
Established
What the prospect actually said.
Example: Dana owns onboarding and agreed to talk.
Still unknown
What discovery must find out.
Example: budget owner, current tools, timeline.
Meeting preparation
Prepare discovery around the open questions.
With the handoff in hand, preparation is about the gaps: which unknowns matter most, who else should join, and what would make the next step obvious for both sides. The Handoff Inbox and meeting-preparation surfaces are topics to evaluate for your team, not a promise of access.
- BeforeRead the evidence and the BDR’s notesConfirm the source is still current.
- Open withWhat the BDR already learnedShow the prospect you listened the first time.
- Find outThe three unknowns, in orderBudget owner, current process, timeline.
- Close onA next step with an ownerAgreed in the meeting, written into the handoff.
Ownership and coordination
Every step has one owner.
Coordination with BDRs works when ownership is explicit. A conceptual split the evaluation can start from:
| Step | BDR | AE | Manager |
|---|---|---|---|
| Research and qualification | Owns | Informed | Reviews quality |
| Writing the handoff | Owns | Asks questions | Sets the standard |
| Discovery and opportunity | Joins first call | Owns | Supports |
| Feedback on handoff quality | Receives | Gives | Coaches |
A starting point for discussion, not a feature. Deal Rooms, Deal Risk and Forecast exist in the product, but their presence does not establish availability for your team.
Scope and evaluation
What to evaluate for your AEs.
Teams access is arranged with Syntri after an agreed evaluation. It is not a self-service plan, and individual Plus, Pro and Ultra purchases do not grant team roles.
- Share your processTeam size, roles, current tools and the workflow you want to evaluate.
- Agree the scopeWhich topics below apply, which roles take part and what stays in your CRM.
- Confirm access before anyone relies on itEligible plan, roles, permissions and supported operations are confirmed in writing first.
| Topic | What to confirm | Status |
|---|---|---|
| Handoff Inbox | Which qualification fields a handoff carries, and who can see them. | Evaluation topic |
| Meeting preparation | How account evidence and open questions appear before discovery. | Evaluation topic |
| Deal Rooms, Deal Risk, Forecast | Whether these surfaces are in scope for your workspace at all. | Evaluation topic |
| CRM boundary | What stays in your CRM, and who approves any change to it. | Evaluation topic |
People keep responsibility for decisions and approved actions. Nothing here represents autonomous reassignment, CRM cleanup, sending or synchronization.
Syntri Teams in depth
Go deeper on handoffs and preparation.
Each page labels every capability as Available today, Teams evaluation, In development, Planned or Concept.
Handoffs and the Qualification Contract
What a qualified handoff carries, judged against your standard.
Ask Syntri and supervised agents
Answers today; bounded research missions in development.
CRM health
A concept for human-reviewed record corrections.
Teams overview
The full territory-to-execution story.
AE questions
Before you scope the handoff.
Can an AE buy Syntri on an individual plan?
Individual Plus, Pro and Ultra plans are built for BDR and SDR prospecting. AE handoff and meeting-preparation workflows are part of a scoped Teams evaluation, and access is confirmed with Syntri first.
Does Syntri sync the handoff into our CRM?
No automatic synchronization is represented here. Your CRM stays the system of record; what a handoff should carry, and where it lives, is part of the evaluation scope.
Who writes the handoff?
The BDR who qualified the meeting. Syntri can keep the account evidence and open questions attached to the account, but people decide what is handed over and who owns the next step.
Teams evaluation
Agree what a handoff should carry.
Share your team size, how meetings move from BDR to AE today, and what discovery usually has to rebuild.
The contact page opens your email app. You must send the message there; opening it does not submit an inquiry or confirm access.