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StartupMan

Head of Sales

Good Citizen
Fire Starter
Contributor

Booked with a CEO at largest company in territory

I'm an SDR. I booked a meeting with the CEO at the largest enterprise company in my territory. The problem is that she informed me that early next year she'll be transitioning into a new CEO role at another company that isn't in my territory and would like our conversation to be in the context of that new company.

Do I proceed with booking, get the street cred, and play dumb? or do I just pass this on to the appropriate SDR/AE team and cry myself to sleep?
✍️ Sales advice
👨‍🌾 SDR
💩 Shitpost
16

15 comments

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jefe
Arsonist
8
🍁
Pass it on but pursue credit for it.
Kosta_Konfucius
Politicker
4
Sales Rep
Pursuing credit is a must, need to get the manager to fight for you
braintank
Politicker
5
Enterprise Account Executive
Pass it on
StartupMan
Good Citizen
0
Head of Sales
Okay 😔
CuriousFox
WR Officer
5
🦊
Definitely pass it on. Don't mess up a potential lead later.
antiASKHOLE
Tycoon
5
Bravado's Resident Asshole
Pass it on, but there needs to be some credit for you sourcing it.
finboi
Notorious Answer
5
Fi-nance
You pass it on. As corny as it might seem, these are the types of things you want to highlight to your manager. Shows integrity and sound pipeline/time management judgement
tightlines
Politicker
4
Account Executive
Pass it, but dont give without getting something
Diablo
Politicker
3
Sr. AE
I would pass it on but I will discuss it with my manager to see if I can get some sort of split off that.
GreenSide
Politicker
2
Sales manager
One of the hardest things for XDRs and newer AEs to learn is when to move on so you don’t waste your time. It’s your most valuable asset and when you spend it on people who can’t make you money, they are costing you money elsewhere.
SoccerandSales
Big Shot
2
Account Executive
Talk to manager. I would pass it on and make sure you are getting the credit. In my eyes, obviously it needs to go to proper AE, but no reason you shouldn't be able to be the SDR getting the credit
Sunbunny31
Politicker
2
Sr Sales Executive 🐰
Agree with the majority here that you should pass it on.

Greenside makes a great point about not wasting time on things that aren't of benefit to you.

finboi also has a good point - you're showing that you know and respect the business when you pass it on. It may seem like a small thing, but displaying good judgement is a critical trait.

And yes, when you talk to your manager, make sure you ask for credit and for doing the right thing.
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
Book the meeting. Have the conversation. And set on the calendar the next meeting. You may (should) get the credit. Regardless, it never hurts to talk to someone.
SADNESSLieutenant
Politicker
0
Officer of ♥️
Why not ask her if it's possible to do both because it would be huge for this company, make her look good before she leaves, and would prepare her for the process for the other company?
ThatNewAE
Big Shot
0
Account Executive - Mid enterprise
No point playing dumb. It wouldn't serve anyone any purpose. pass the information and cry yourself to sleep with chocolate brownie ice cream.

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