Handoff & Onboarding – Deliver What You Sold

Learning goal

To create a handoff checklist for sales → delivery.

Who

Sales and delivery teams.

What

A handoff checklist that aligns expectations, success criteria, and responsibilities.

Where

At the end of the sales process, before the handoff to delivery.

When

When the handoff to delivery is imminent.

Why it matters

Prevents churn by ensuring a smooth transition and reducing misunderstandings.

How

1. Create a handoff checklist for sales → delivery.
2. Define success metrics and first milestone.
3. Document assumptions to prevent scope drift.

Guided exercise (10–15 min) — Your handoff doc v1

Create a 1-page handoff template with the checklist fields.

Independent exercise (5–10 min) — Kickoff agenda

Write a kickoff agenda with 5 bullets: goal, success metrics, responsibilities, timeline, next milestone.

Self-check

• I have a handoff template.
• Success metrics are explicit.
• Scope boundaries are documented.

Current email draft excerpt

Sales Productivity 30 — Day 17 Prevent churn by handing off context, success criteria, and scope boundaries. Open the lesson → Issues to fix:

• Lesson does not follow the canonical lesson structure for its course language.
• Lesson does not contain enough markdown section headings.
• Lesson must contain markdown section headings.