---
title: "BookIt Handoff"
id: "7503"
type: "page"
slug: "handoff"
published_at: "2023-05-22T17:41:19+00:00"
modified_at: "2026-06-24T17:10:16+00:00"
url: "https://env-leandata-staging.kinsta.cloud/platform/scheduling/handoff/"
markdown_url: "https://env-leandata-staging.kinsta.cloud/platform/scheduling/handoff.md"
---

BOOKIT HANDOFF

# Streamline Your Buyer Handoffs

Crush conversion goals with the most efficient automated scheduling solution for sales handoffs aligned with your buyer journey.

[Request a Demo](https://env-leandata-staging.kinsta.cloud/handoff-ppc/)
[Watch Demo](/resources/bookit-handoff-in-90s/)

## Close deals faster with the only solution that automatically suggests the right person to book with – right now or later.

###### COMPELLING INBOUND EXPERIENCES

## No more back-and-forth emails

Instantly connect buyers to the first available specialist, effortlessly add buying group members, and automate reminders to improve conversion rates throughout the buyer journey.

- Check for future availability, or book meetings with reps available immediately and maintain momentum.
- Connect every buyer to the right team member, every time – and ensure the most timely and productive interactions aligned with their journey stage.

###### UNPARALLELED PRECISION

## Schedule smarter, not harder

Automatically suggest the right AE, round robin, territory, or group based on your unique business logic and buyer signals.

- Suggest based on matched account, product interest, ownership, open opportunities and more
- Match buyers to other CRM records with 95% accuracy across 6 fields with no additional configuration
- Create custom tiebreakers to further increase accuracy and eliminate guesswork

###### DYNAMIC AUTOMATION

## Flexibility at your fingertips

Toss out your manual spreadsheets and list-based rules. Activate suggestions with no-code, drag-and-drop ease, and easily integrate with your favorite tools to support any GTM motion.

- Google Calendar
- Microsoft Outlook Calendar
- Zoom
- Google Meet

###### REPORTING AND INSIGHTS

## Optimize with actionable insights

Maximize the impact of your automated handoff suggestions with full visibility into every scheduling outcome and buyer journey progression.

- Metrics dashboards
- Detailed audit logs
- Visual flow insights
- Native Salesforce reports

> “A major pain point was the distribution of opportunities to our closing reps…I love that now when sales managers approach me with questions about meeting distribution across their teams, I can answer quickly and have the data to back it up. Whereas prior to using Handoff, it would take up a large portion of my day which was frustrating. ”
> 
>  Frank Quartararo
> 
> Global Manager of Inbound Sales Development, Remote

## Proven Results: Better Handoffs, Intelligent Distribution.

LeanData transforms the critical handoff process, intelligently connecting inbound interest with the right reps to unlock and accelerate measurable pipeline.

8

hours/week saved by each BDR (Rebuy)

48 %

improvement in average time to first qualified call (2024 BookIt Customer Survey)

82 %

reduction in lead response times (2024 BookIt Customer Survey)

70 %

of BookIt customers reported meeting assignment speed (2024 BookIt Customer Survey)
