CUSTOMER-EVENT HANDOFF CHECKLIST
Buena AI · 14 September 2026
Companion to https://buena.ai/resources/cold-email-follow-up

An editable planning example. Adapt the owners and steps to your event.
This worksheet does not describe an event-management feature in Buena.

Event / date / location:
Overall owner:

1. INVITATIONS
Who selects the audience and checks existing account activity?
Invitation owner:
Approved audience and source:
Exclude / route to an existing account owner:

2. ATTENDANCE
Who records confirmed attendance and changes?
Attendance owner:
Record location and last checked date:

3. CONVERSATION NOTES
Who records what the person actually said and any follow-up they requested?
Notes owner:
Authorized record / source:
Agreed next step or timing (leave unknown if none was agreed):

4. HANDOFF
Who owns the account and who will prepare the next message?
Account owner:
Message owner:
What context needs to travel with the handoff?

5. REVIEW
Check the person, factual claims, agreed timing and whether contact is appropriate.
Reviewer:
Decision: send / revise / route / pause
Reason:

6. FOLLOW-UP AND STOPPING
Who records the reply and removes the person from any conflicting sequence?
Reply owner:
Next action and due date:
Stop or pause for a reply, a request to stop, a bounce or conflicting ownership.
Outcome / what should change next time: