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AE Handover Notes

How to use Sales Coach and paste into Hubspot

To streamline this step, use the ChatGPT Sales Coach to create structured handover notes.

  1. Copy the transcript from the call that led to the booked deal.
  2. Paste the transcript + the following prompt into the Sales Coach:

Prompt to use:

Hi. Take the framework of "Competitor: Authority: Need: Situation: Pain: Impact:" to send hand over notes to an AE from an SDR. Don’t include things like "I emailed them a confirmation." Structure it around what the demo should be about and fill the details in above. Don’t repeat info. Keep casual language. Persona: XXX

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3. The Sales Coach will generate structured AE Handover Notes.image-2

4. Paste the result into the AE Handover Notes field in HubSpot (Company section).

Screenshot 2025-10-01 at 11.30.39

What Happens Next

  • The AE Handover Notes field clears after 1 day.
  • Notes are automatically consolidated into the Company timeline.
  • Notes are copied into the Deal “AE Handover Note” property.