Receiving a qualified lead (SDR to closer handoff)
Hi {{nome}}! I am {{closer}} from {{empresa}}. {{sdr}} filled me in. When can we do a 30-minute call? I have {{horarios}} this week.
From handoff to close: a proposal milestone, days in stage, follow-up cadence and conversion rate with average ticket on the dashboard.
A lead qualified by the SDR goes cold between handoff and close
A proposal sent by email gets lost in spam or forgotten
The closer loses a negotiation for lack of a clear cadence
You do not know how much of the monthly pipeline is at risk
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Hi {{nome}}! I am {{closer}} from {{empresa}}. {{sdr}} filled me in. When can we do a 30-minute call? I have {{horarios}} this week.
Confirmed, {{nome}}! Demo tomorrow ({{data}}) at {{horario}}. Link: {{link}}. Will {{decisores}} be joining you?
{{nome}}, here is the proposal: {{link}}. Investment R$ {{valor}}/month considering {{customizacoes}}. Valid 7 days. Any question I can clear up?
Hi {{nome}}! We talked about {{tipo_solucao}} 3 days ago. Does it make sense to keep going, or did you prioritize something else? No pressure, just want to understand.
Structured SDR-to-closer handoff
Automatic follow-up cadence
Proposal delivery and tracking
Open value per pipeline stage
Closer: questions about WhatsApp CRM
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