Chapter 2

Does a longer handoff form tell me more?

Phiếu bàn giao dài có giúp tôi biết nhiều hơn?

The chapter's question

Which fields does my team's handoff form need?

Big idea

A short, mandatory handoff form beats a long one nobody fills in.

In this chapter

  1. Part 2.1

    Five Required Lines

    Which five pieces of information, if missing, mean I do not accept the handoff?

  2. Part 2.2

    Recording Promises

    Are promises recorded word for word or summarised?

  3. Part 2.3

    Attached Documents

    Which quotes, contracts and minutes must be attached?

  4. Part 2.4

    When the Form Is Incomplete

    How do I return an incomplete form without tension with the sales team?

The reading for this chapter is inside Conan School

This chapter has 4 readings, with case stories and exercises. Chapter 1 of The Salesperson's Promise is free to read right here.

Read in Conan School

Chapters of The Salesperson's Promise

  1. 1.Who pays for the salesperson's promise?
  2. 2.Does a longer handoff form tell me more?
  3. 3.The deal is signed, so why keep sales around?
  4. 4.Will admitting a product limit cost me the customer?
  5. 5.Does sales want to hear how their deals turned out?