From a number to a useful sentence
A suggested priority becomes useful when the team can explain the action it supports. In Tap Tap Go’s intended lead-assistance workflow, translate the suggestion into ordinary language such as “the person requested a team discussion and named a timeframe.” Avoid unsupported labels such as “high-value person” or “certain buyer.” Base the assessment on the request and the context you know, rather than assumptions about the person’s psychology.
Keep the handoff evidence-sized
Prepare a short note containing the stated need, relevant timing, missing information and proposed next step. Have the relationship owner verify it against the original enquiry. If the assistant’s reasoning cannot be inspected in the available workflow, do not manufacture an explanation for it; use a human assessment based on the evidence instead. Share only the details required by the colleague taking action. The final response remains a human decision, reviewed and sent manually through the appropriate channel.
Hypothetical example
A salesperson hands an enquiry to a specialist with a note saying the contact requested help with team onboarding and needs a scope discussion. They avoid calling the person a guaranteed buyer. The specialist can prepare a useful response because the handoff explains the task rather than repeating an unexplained score.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
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