Handoff Science: Designing AI→Human Escalations That Close Deals

Too many tech advisors automate outreach but lose deals when their AI never knows when to pass a lead to a human. In this episode Bob Bevilacqua interviews an experienced AI-SDR product lead to teach a lightweight, repeatable handoff framework you can implement in days. You’ll get the three-rule escalation blueprint (engagement threshold, deal velocity trigger, and revenue-risk override), exact message templates for AI-first and human-followup, and a checklist to test handoffs without harming conversion or margins. This episode solves a concrete pain: missed deals from poor escalation, and moves you to action with a one-week pilot plan that works with common CRMs and conversational AI tools. Expect specific examples, a short case study from a telecom agent who reclaimed stalled deals, and an action-oriented recap that leaves you with templates and a safe rollout path.