What Are Automated Handoffs?
There are only so many hours in your day — you don’t want to spend them on manual, routine tasks that an automated system could handle for you. Instead, use this play to free up your time while keeping your team aligned so you can focus on what only a human can do — building your relationships with your customers. Automation will also help you standardize your post-sale processes and reduce fallible manual processes.
This Play’s Objective
This play will increase the speed and efficiency of your internal handoffs and improve your employee experience. Plus, automating your internal handoffs is a crucial step in scaling post-sale processes. If you don’t invest the time and effort to create automated processes and workflows, you’ll overwhelm your post-sale teams as you grow. This play will help you figure out how to design, test, adopt, and expand an automation strategy for your internal handoffs to make them easier and faster for your employees.