Marketing ops: keep BDR ownership aligned on demos
Marketing ops: keep BDR ownership aligned on demos
Marketing ops managers find demo-marked deals keep wrong owners, causing BDRs to miss context and deals to stall. This workflow updates the assigned BDR so they get ownership and context to follow up.
Overview
Missed BDR handoffs make demos go cold and deals stall. This workflow transfers ownership and deal context to the assigned BDR when a demo is set, so reps have clarity to prepare and follow up. Customers report shorter handoffs and fewer missed follow-ups.
Notable Features
- Update BDR records on demo set
- Attach deal context to BDR
- Notify BDRs of demo assignment