wiki/knowledge/sales-enablement/lead-handoff-process.md · 474 words · 2026-04-05

Lead Handoff Process

How AAG receives and processes leads from external referral partners. This process was established during the [1] and reflects the agreed workflow for warm introductions.

Overview

Referral partners operate as independent sole proprietors — not AAG employees — and are responsible for identifying, qualifying, and warming up prospective clients before handing them off to AAG. The handoff is designed to arrive pre-warmed: the prospect should already know who AAG is and have some interest before Mark is introduced.

Communication Channel

What a Good Handoff Looks Like

A referral partner should send a warm email introduction that:

  1. Introduces the prospect to Mark by name
  2. Briefly explains why the partner thought of AAG (e.g., stagnating growth, competitive disadvantage, specific digital need)
  3. Gives the prospect enough context about AAG that the first conversation with Mark can skip the basics

The goal is that by the time Mark gets on a call, the prospect already understands AAG's value proposition at a high level.

AAG's Target Client Profile (for Partner Reference)

Partners need to understand who to look for. AAG is not industry-specific — clients span manufacturing, consumer goods, finance, and more, across the US and Europe. The qualifying criteria are situational:

Priority Profile
Primary Companies inherently disadvantaged by the asymmetric nature of their market (smaller player vs. dominant incumbents)
Primary Companies experiencing stagnating growth after a period of expansion
Secondary Companies with a specific, scoped digital need (website build, Google Ads, etc.)

The third category is lower priority because it risks commoditization — AAG competes on strategy, not on being the cheapest executor. Partners should lead with the first two profiles.

What AAG Provides to Partners

To enable effective outreach, AAG should supply partners with:

Mark committed to sending Everett supporting materials after their April 2026 call.

Commission and Tracking

Accurate lead tracking is essential for commission payouts. See [2] for the full terms. In brief:

Partners should be able to trace each closed deal back to a specific introduction email for commission verification purposes.

Sources

  1. 2026 04 05 Call Everett Forte Lead Gen Partnership|Everett Forte Partnership Call
  2. Referral Partner Commission Structure|Referral Partner Commission Structure
  3. 2026 04 05 Call Everett Forte Lead Gen Partnership|Call With Everett Forte — Lead Gen Partnership Agreement
  4. Aag Target Client Profile|Aag Target Client Profile