Signal-to-Sequence Handoff Contract (Handoff)

Signal-to-Sequence Handoff Contract (Handoff)

1. 01

   Freeze the targeting hypothesis in a one-page brief before any list is pulled

   State the buyer profile, the trigger event, and the moment of relevance in plain language. Any enrichment or filtering decision that cannot be traced back to this page gets cut.

2. 02

   Map every field the sequence will consume to a named source and a refresh cadence

   Contact email, direct dial, title, company size, and trigger date each need an owner and a staleness threshold. Fields with no source are dropped from the export rather than filled with guesses.

3. 03

   Define the qualification score on the back end before the first send

   Agree on the scoring inputs (reply sentiment, meeting booked, ICP fit) and the threshold that moves a record from prospect to qualified. This is the layer that separates a partner retainer from a reseller margin.

4. 04

   Route enriched records through a deduplication and suppression pass against the client CRM

   Match on domain plus contact name, then check against active opportunities, closed-lost within 90 days, and any do-not-contact list the client maintains.

5. 05

   Package the export with a field dictionary and a sample of 20 records for client review

   The sample lets the client catch a wrong title convention or a bad geography before the full list enters the sending tool. Review turnaround is capped at two business days.

6. 06

   Hand the approved list to the sending platform with the sequence logic attached

   Include the step order, wait times, and the exit condition for each branch. A list without sequence logic is a spreadsheet, not a campaign.

7. 07

   Log the handoff in the client workspace with the date, record count, and the named approver

   This log becomes the audit trail when a client asks why a specific company received outreach, and it anchors the monthly performance review.