Operating ProcedureExecution layer
Client Handoff Playbook (90 Minutes)
A handoff with 5 steps: Explain system goal.
By InnovaAI Research
What are the steps?
handoff
Client Handoff Playbook (90 Minutes)
- 01
Explain system goal
What outcome the automation protects
- 02
Show the loop
Lead in → processing → follow-up → reporting
- 03
Teach exceptions
What happens when data is missing or lead is unqualified
- 04
Assign ownership
Who monitors, who approves, who escalates
- 05
Confirm success signals
What numbers should move in 7 days
bp-ai-lead-capture-offerbp-client-portal-reporting