SDR to AE handoff · Sales development · CS
Hand off qualified prospects in one click
SDRs and CSMs book meetings on an AE's calendar while the prospect is still on the phone — routed by the same rules as your website, credited to the person who booked it.
The problem
- SDRs juggle five calendars in five tabs to find a time that works for an AE and the prospect.
- Favorite AEs get every handoff; others starve — and nobody can see it happening.
- Booked meetings lose context: who sourced it, what was promised, which account it belongs to.
The router
A simplified version of the flow you'd build in the router editor.
Handoff
SDR searches the lead
Lead matching
Account owner from the CRM
Existing account
Has an owner
Display calendar
Account owner, locked
Catch-all
New logos
Display calendar
AE pool · strict round robin
Notify
Email the assigned AE
Set it up
Live in an afternoon
- 1
Enable the Handoff trigger
Any router can accept handoffs. Use the same paths as your website or a dedicated handoff router with its own rules.
- 2
Choose how locked the assignee is
Let the router pick the next AE in line, or allow SDRs to switch to any member of the team when the prospect has a preference.
- 3
Book from the scheduler
Find the lead, see a color-coded week of availability, pick a time and add notes. The invite goes out from the AE's calendar.
- 4
Measure
The handoff report shows how many meetings each SDR booked, how many were held and how many were no-shows.
What changes
The result
Seconds, not threads
One screen with combined availability replaces the calendar tab shuffle.
Fair by default
Handoffs follow the team's round robin, including weights and pauses.
Context travels
Notes, the booking SDR and the lead's history are attached to the meeting.
Read the docs
More use cases
Inbound demo requests
Qualify form fills in real time and show the right rep's calendar instantly.
Account-based routing
Known accounts go straight to their owner. New logos rotate fairly.
Enrichment & qualification
Ask for just an email and still know who you're talking to — then send them to the right rep.
Stop letting good leads go cold.
Connect your calendar, point your demo form at Cauliflower and book your first meeting today. Set up takes about ten minutes — and it's free during early access.