Summarize [Account X] details for the SDR → AE handoff. Use CRM data, call notes, and emails to capture key context. Keep the summary concise, structured, and actionable so the AE is fully prepared for the next meeting. Include:
- Engaged contacts — decision-makers, champions, influencers, and any blockers identified so far
- Why they’re interested — core needs, pain points raised, and success criteria mentioned
- Early risks — budget concerns, competing priorities, lack of urgency, or technical questions flagged
- SDR commitments — promises made during outreach (demos, follow-up info, timelines)
- Conversation highlights — what messaging resonated most in the SDR conversations
- Suggested discovery angles — 3–5 tailored questions the AE can use to validate needs, uncover priorities, or advance qualification
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