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Governance tool

After-sales handoff pack

Handoff to delivery without guessing: what was sold, who is involved, what is missing, when is it reviewed, and where does sales stop?

View report
Decision question Who takes over from business and technical sides, what is the first review, and how is the entry accepted?

Workspace

Inputs and report

Use an approved presales discovery

Select a discovery with an approved gap plan. Only empty fields are filled; internal workshop notes are not automatically copied into the customer guide.

Work card

One clean step after another.

Clarify the inputs first. Then review the finished report in the last step.

What was sold — take it from the customer guide.

Tool orientation Problem, working steps, artifact types, and follow-ons — not the report

Next step

Problem

A won deal reaches delivery, but nobody knows the customer expectation, first decision, open assumptions, or boundaries from the conversation.

Decision

Who takes over from business and technical sides, what is the first review, and how is the entry accepted?

Working steps

  • Deal-Recap aus dem Kundenleitfaden in Delivery-Sprache übersetzen.
  • Rollen, Namen und Datum des ersten Reviews festhalten.
  • Kundenzuarbeit und offene Annahmen sichtbar machen.
  • Abnahmekriterien für den ersten Umsetzungsschnitt dokumentieren.
  • Als sales-handoff-pack.md exportieren.

Artifact types

  • sales-handoff-pack.md
  • Internal handoff line

Tour