# Sales AI Handoff Proof Runbook

## Source

Use one redacted or synthetic set of HubSpot, RingCentral, form, call-summary, or lead-activity events. The first proof does not need credentials, live CRM access, call recordings, production transcripts, or customer-facing sends.

## Transformation

Normalize each event into a handoff ledger, apply duplicate and channel-consent rules, create draft-only CRM update previews, and route uncertain or sensitive rows to review or blocked queues.

## Destination

The output is a written handoff containing:

- sales handoff ledger,
- lead response review queue,
- CRM update preview,
- blocked action queue,
- error log,
- source contract notes.

## Useful Sample

A useful first sample is 5 to 10 redacted or synthetic sales events that include at least one clean lead, one missed-call or transcript summary, one duplicate, one missing-field error, and one row that should not trigger an automated action.

## Out Of Scope

- live HubSpot writes,
- live RingCentral actions,
- outbound calls,
- outbound emails,
- SMS sends,
- prospect-facing AI replies,
- credentials,
- production transcripts,
- customer data,
- custom legal, HR, payroll, or staffing commitments.