CALLTEAM | FINTECH MEETING-HANDOFF CHECKLIST
Use before booking and when passing an agreed conversation to sales.
Complete with buyer-confirmed information. Mark estimates and unknowns.

ACCOUNT
Company / institution:
Market and supported territory:
Merchant or lending workflow:
Account-fit criteria met:
Exclusions checked:

BUYER
Contact and role:
Owns / influences / routes the decision:
Other people needed for the next discussion:

CONVERSATION
Current process, as described by the buyer:
Question or issue worth exploring:
Buyer-confirmed statement (with date):
Current provider or environment, if volunteered:
Unconfirmed assumptions:

AGREED MEETING
Buyer knowingly agreed to:
Purpose and agenda:
Attendees and seller:
Time and time zone:
Confirmation and follow-up owner:

SPECIALIST QUESTIONS
Data, integration or implementation:
Security, risk or control review:
Commercial case and timing:
Who will answer each open question:

NEXT ACTION
Owner:
Due date:
Record destination:
Contact exclusions or stop requests:

CallTeam | https://www.callteam.ca/services/fintech-lead-generation/
Past campaign evidence: https://www.callteam.ca/case-studies/
Do not send confidential customer or applicant information in an initial brief.