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Closed Won Deal Handoff + Notification System

Description

The transition from sales to onboarding can often be a point of friction, but with a streamlined handoff process, you can ensure that nothing falls through the cracks. This milestone requires sales reps to populate key deal properties when moving a deal to the "Closed Won" stage. These properties will include essential data to kickstart the onboarding process. Automation will then trigger internal notifications to alert the onboarding team, send welcome emails to the client, and, if necessary, create a ticket in the client onboarding pipeline to ensure a smooth transition. This system keeps everyone aligned and accelerates your onboarding process.

Process Summary

  1. Define Required Deal Properties: Collaborate to identify key properties (e.g., client contact information, start date, product/service details) that sales reps must complete before moving a deal to "Closed Won."
  2. Automate Internal Notifications: Set up automated notifications to alert the onboarding team whenever a deal is marked as "Closed Won" and all required properties are filled.
  3. Client Communication Setup: Create welcome or confirmation emails that are automatically sent to the client upon deal closure to set expectations and begin the relationship.
  4. Onboarding Ticket Automation: If applicable, create a ticket in the client onboarding pipeline to track the transition and ensure that all necessary steps are taken.
  5. Testing and Optimization: Test the entire handoff process, from deal stage change to email notification and ticket creation, ensuring smooth functionality and eliminating errors.

Requirements

  • A list of required deal properties that will trigger the handoff process.
  • Collaboration to define the necessary content for welcome emails or confirmation messages.
  • Input on any other internal teams or stakeholders who need to be notified upon deal closure.
  • Review of onboarding pipeline requirements to ensure smooth ticket creation when needed.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • A smoother transition from sales to onboarding, reducing errors and delays.
  • Automation reduces manual effort and ensures timely communication.
  • Onboarding teams are always notified of new clients, allowing for faster engagement.
  • Consistent client communication ensures a positive experience from the outset.