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Define

Conduct Sales to Project Team Handoff meeting.

meeting

The Sales to Project Team Handoff meeting is the official start of a DORIS project for the Ops team. In this 30-minute meeting, the person who sold the project will give information about the client and proposal to the teamOps lead.team.

  • The Sales Lead is responsible for scheduling the Sales to Project Team Handoff Meeting and invites the Operations Manager and the Project Lead.  Together, they will fill out the Sales to Project Team Handoff form, allowing the Lead Project Strategist assigned to the project to ask questions and get acquainted with the project.

    • Tools
  • The &meeting Templates
    • can be scheduled as soon as the client has accepted the project proposal.

Sales to Project Handoff Form

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