Sales to Project Team Handoff meeting

Purpose

This meeting convenes client leaders + decision-makers with the DORIS Ops team to better understand their needs

The Sales to Project Team Handoff meeting is the official start of a DORIS project for the Ops team. In this meeting, the person who sold the project will give information about the client and proposal to the Ops team.

Responsible Party

 Sales Lead

Interdependencies

• The Sales Lead should have engaged with the client and vetted their fit for a project before scheduling.
• This meeting happens near the end of the sales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.
• The Project Charter should be created before this meeting occurs. 

Directions

1. The Sales Lead meets with the VP of Operations to identify who on the Ops Team is available to facilitate the Alignment Meeting.
2. The Sales Lead communicates with the client to find a time when the client leaders and DORIS representatives are available. 
   • Duration: 90 minutes
   • Location: In-person at the client site is preferred
   • Attendees: Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate)
3. The Sales Lead invites all attendees to the meeting or asks the client to invite both DORIS attendees to the meeting.
4. The Sales Lead updates the Ops Manager once the meeting is confirmed
   

Resources

Pre-sale Alignment Meeting Analysis Tool