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Deal-Won Handoff · Sales
A deal closes. The handoff is already written.
When a deal closes: updates the CRM, writes the handoff note, tells the CS owner, and books the kickoff.
Weekdays at 09:00Waits for your yesSales
You
You 9:41
We just closed Northwind.
Deal-Won Handoff 9:41
Drafted the CRM update and the handoff note. Telling the CS owner and booking the kickoff wait for your yes.
Deal-Won Handoff needs your approval
Book the Northwind kickoff
WithPriya Raman, CS owner
WhenThursday, 11:00
AlsoSends the handoff note
Without it, and with it
Without Deal-Won Handoff
- ×The deal closes, then silence
- ×Context lost between sales and CS
- ×The kickoff booked a week late
With Deal-Won Handoff
- ✓Updates the CRM, writes the handoff
- ✓Tells the CS owner, books the kickoff
- ✓Every send waits for your yes
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