Hand new customers to onboarding

How we help

Before and after

Sales marks a deal won and forwards the thread. Delivery staff re-enter the customer details and ask the salesperson what was promised.

A supported sales event creates an onboarding draft with the agreed fields, so delivery can review the hand-off and schedule the kickoff.

A worked example

A customer buys a five-seat plan. The kickoff task carries the account reference, plan, sales owner and intended start date. The onboarding lead confirms responsibilities with the customer.

What you receive

A sales-to-onboarding field map
One tested won-deal trigger and failure notice
Editable configuration and handover notes

Where your team stays involved

The onboarding lead verifies commitments, assigns people and approves access or provisioning.

One trigger across two supported tools. Automated account provisioning, custom APIs and multi-team orchestration require separate scoping.

Starting the conversation

Name the sales and onboarding tools and list the few details delivery needs for its first call.

Ways we can help

Connect sales to kickoff

£695 one-off

Create and test one supported hand-off from the won sales record to the onboarding tool.

What you receive

A tested won-deal hand-off, field mapping, failure notice and guidance for the onboarding lead.

Define a useful hand-off

£195 one-off

Map one deal-to-kickoff journey and agree which fields and checks belong in it.

What you receive

A kickoff hand-off map with a written recommendation and agreed success checks.