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Took me 9 weeks to fix a partner handoff problem that should have taken 3 days
We had two partner agencies both claiming the same lead source for 9 weeks before anyone caught it. I built a whole tracking sheet in Excel, then moved it to Airtable, then back to a shared doc, and none of it solved the real issue. The real issue was that nobody wrote down who owns the intro email, so both teams kept sending one and looking dumb in front of the client. When we finally sat down for 40 minutes and drew the handoff on a whiteboard, it was done. Nine weeks of my life for a problem that took one meeting. Now I tell every new partner the same thing on day one: put the handoff in writing or it never happened. How do you handle lead ownership when two partners both think they brought the client in?
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piper_reed15h ago
Write it down and make one person own it. Sounds dumb but that's the whole fix.
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