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HANDED OFF, WRITTEN DOWN

The hand-off that arrives already briefed.

@ a teammate when the call ends. They inherit the whole deal — and it goes both ways:

  • ›The brief — the task, the one thing to know, who signs off.
  • ›Ask-back — they ask the brief anything; answers come straight from the call.
  • ›Work links — the finished work gets posted back on the brief.
  • ›Your CRM — pain, stakeholders, budget, timeline, objections, written into your notes. HubSpot, Close, Pipedrive.
Bookedt Call ended · 41:12
After the call
Say a name. They inherit the whole brief.
@mar
MarcoMara will receive
  • Brightloop deal brief · $49/seat · 11 CRM touches
  • Why: cover the Okta SSO question
Bookedt Brief Fresh
What Marco opens
Brightloop — pricing

Alex mentioned @Marco

Your task · Open
Cover the Okta SSO question.
The one thing — Solutions Eng

SSO before signing is the last blocker — budget is already approved for 35 seats.

Watch out: Sam Hale (IT Security) has the final sign-off.

Do · 1 of 3 done
✓Send the SOC 2 report + security questionnaire
Confirm the SSO enforcement date before the Sept 1 pilot
Book Sam for the security review

+ 2 more in Background

Background · last call, people, deal state

›
Last call · Dana set the pilot for Sept 1; the migration objection is handled.
Ask this brief answers come from the call — never a guess
Did they agree to SSO before the pilot?
Paste a link to the finished work

Not me — hand it back