Apply a new qualification policy midcampaign

Instruction: Apply the written transition rule to both groups, draft a useful AE note, and explain how you would update the workflow and reporting.

Context:

A fictional qualification policy changes on Monday:

  • Version 1: a 10–80-agent team, a confirmed ticket-ownership or backlog issue, and agreement to an AE meeting.
  • Version 2: the same requirements, plus the prospect identifies the person responsible for evaluating workflow tools. A named budget owner is not required.

The written transition rule keeps already-booked meetings scheduled, requires missing version 2 information to be flagged for the AE, and applies version 2 to all new handoffs from Monday.

You have four meetings booked under version 1; two lack evaluator information. Three unbooked prospects meet version 1 only. Give your plan and an example handoff note.

Updated

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I would keep all four existing meetings scheduled and flag the two missing evaluator details for the AE. For the three unbooked prospects, I would collect that information before any new handoff from Monday. That follows the transition rule without treating valid earlier bookings as mistakes...

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