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.

Ops Project Lead and Sales Lead meet to review the Project-to-Sales Handoff information and strategize for the Solution Defining Meeting.

Resources

Project-to-Sales Handoff Prep Template