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 Sales-to-Project Team Handoff meeting ismarks the official start offor ops—sales delivers the client/scope brief, and the team aligns on timing, owners, and first actions to ensure a DORISclean 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.
start.

Responsible Party

 Sales Lead and Operations Manager

Interdependencies

• TheBefore scheduling: Sales Lead should have engaged withvets the client and vettedconfirms their fit for a project before scheduling.fit.
• Timing: This meetinghandoff happens near the end of the sales process.
After
• Prep: Once it's on the meetingcalendar, isOps scheduled,readies the Opsfollowing: Team
  can
  • Project prepare to conduct the meeting.Charter
  • TheSlack Channel
  • Project Charterfolders shouldin beGoogle createddrive beforeand thisBox
  meeting
  • Project occurs.in Toggl

Directions

1. The Sales Lead meets with the VP of Operations to identify who on the Ops TeamManager iswill availablesend toa facilitatecalendar the Alignment Meeting.invite.
2. The Sales Leadwill communicateskick off with the client tostory, findfollowed aby timeproject whenscope, high-level timing, and next steps.
3. Throughout 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)
4. The Sales Lead invites all attendees to the meeting or asks the client to invite both DORIS attendees to the meeting.
5. The Sales Lead updatesmeeting, the Ops Manager onceupdates the meetingCharter iswith confirmed
   decisions and key details.

Resources

Pre-saleProject AlignmentCharter Meeting Analysis ToolTemplate