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295 Seven Farms Dr. Ste C-116 • Daniel Island, SC 29492
SC PMIC #145042
SC PMIC #145042
Business Development Handover Form
Completed by the BD representative. Transferred to the assigned Property Manager at close. All fields should be confirmed before the PM introduction call.
Aptly CRM Pipeline Stage
Prospect
Lead
Agreement
Handover
Active Client
Lead Quality Score
Lead Source
Primary Owner Goal
Onboarding Complexity
1
Owner Summary
2
Property Summary
3
BD Observations & Intelligence
4
Service Preferences Confirmed
5
Insurance & Financial Overview
6
Handover Completion Checklist
Confirm: All items above have been reviewed with the assigned PM before submitting this handover.
✓ Handover submitted. The assigned Property Manager has been notified. This record should be filed in the client folder in Google Drive.