Meeting-Booked Handoff Memo

What this task does

The worst place to lose deal context is the SDR-to-AE handoff. This task assembles everything you learned — thread history, research, the hook that landed, objections already raised — into one memo the AE can absorb in ninety seconds.

Set up once

1. Connect HubSpot (read-only) or keep prospect notes in prospects/.
2. Agree the memo format with your AEs once; save it as a template in the workspace.
3. Run immediately when the meeting hits the calendar.

The task brief

Paste this into Claude Cowork:

Build a handoff memo for [FILL IN: prospect/company]. Pull the full email thread and my notes, then produce: who they are and ICP fit, the hook that got the meeting, pains mentioned so far (verbatim quotes), objections already raised and how I answered, stakeholders identified, and three suggested discovery questions. One page maximum.

What you get back

• A one-page memo in your agreed format
• Verbatim pain quotes the AE can reference on the call
• A CRM-ready summary block to paste into the opportunity

Guardrails

• Verify quotes against the thread — a wrong attribution on a first call is costly.
• Keep customer names and contract terms out of the workspace unless you are on a commercial Claude tier.