SDR → AE Warm Handoff

Hi {{first_name}},

Quick intro: I've been working with {{company}} on [specific topic from discovery], and I want to bring in [AE Name], our [title], who specialises in exactly this.

[AE Name] will be your main point of contact from here. I've briefed them on [key details] so you won't have to repeat yourself.

[AE Name] — {{first_name}} is evaluating [solution] for [use case]. They're most interested in [pain point 1] and [pain point 2].

{{first_name}} — does [proposed meeting time] work for an intro call with [AE Name]?

{{sender_name}} (SDR)

"Hi {{first_name}}, this is [AE Name] from [company] — [SDR name] just introduced us. I've read all the context from your earlier conversations and I want to make sure this transition is seamless. Is now a good time for 5 minutes? I just want to confirm a few things before our [upcoming meeting]."

Hi {{first_name}},

Looking forward to our call on [date/time]. To make it as useful as possible, I put together:

1. [Relevant case study for their industry]
2. [Proposed agenda — 3 bullet points]
3. [Any open questions from discovery]

Let me know if there's anything specific you'd like to cover or if you need to adjust the time.

[AE Name]

{{first_name}}, [AE Name] here — [SDR name] just made an intro. Really looking forward to our conversation about [topic]. Connected here so you have another easy way to reach me.