Sales to Project Team Handoff meeting

Purpose

The Sales-to-Project Team Handoff marks the start for ops—sales delivers the client/scope brief, and the team aligns on timing, owners, and first actions to ensure a clean start.

Responsible Party

 Sales Lead and Operations Manager

Interdependencies

• Before scheduling: Sales Lead vets the client and confirms fit.
• Timing: This handoff happens near the end of the sales process.
• Prep: Once it's on the calendar, Ops readies the following:
  • Project Charter
  • Slack Channel
  • Project folders in Google drive and Box
  • Project in Toggl

Directions

1. The Ops Manager will send a calendar invite.
2. Sales will kick off with the client story, followed by project scope, high-level timing, and next steps.
3. Throughout the meeting, the Ops Manager updates the Charter with decisions and key details.

Resources

Project Charter Template