Build your sales handover checklist.

How to build your sales handover checklist

1. 1

   Describe the job

   Connect accepted sales scope and customer requirements to delivery-team acceptance.

2. 2

   Review the first version

   Choose how the sales representative records the opportunity and how the account owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your sales handover checklist

• Keep the opportunity in context

  Keep opportunity, accepted scope, stakeholder, deadline, commercial assumption and delivery acceptance together so the next person can understand the request or record.

• When the next step needs a decision

  The sales team records a verbal deadline that delivery has not accepted. Keep it as an assumption until the delivery owner confirms the agreed scope and timing.

• Keep delivery acceptance visible

  Keep the missing input open until delivery accepts the handover.

• Choose what each person needs

  Give the sales representative a working view and the account owner a review view. Keep opportunity and accepted scope attached to the decision as the work moves between them.