Conduct Project-to-Sales Handoff

Purpose

Provide the Sales Team with feedback on the project and share potential prospecting or farming opportunities.

Responsible Party

Ops Project Lead 

Interdependencies

The Insight Report content has been created.

Directions

1. Ops Project Lead completes the Project-to-Sales Handoff Prep Template ahead of the meeting.
2. Ops Project Lead and Sales Lead meet to review the Project-to-Sales Handoff information and strategize for the Solution Defining Meeting.
3. Discuss end of scope thank you's:

      Liaision -- gift and card since they won't necessarily be connected to con't support.

      Acknowledge a large body of work is smart. Progress towards...

      Making progress and externalizing it

      At the every end of scope, some type of formal thank you happens. 

    

Resources

Project-to-Sales Handoff Prep Template