Keep Context From Sales to Delivery

Client onboarding doesn’t have to mean confusion, lost details, and rebuilding trust. The first 30 days set the tone for the entire client relationship — and too often, operators are handed messy context and unrealistic expectations. This kit gives you the tools to step in with confidence, align your team, and deliver a seamless client experience from day one.

The Sales-to-Service Handoff Kit equips delivery leads, AMs, and CSMs with everything they need to run smooth client transitions without the chaos. 

What you'll get:

• Internal Handoff Brief: A structured template that captures all deal details, commitments, and risks — so you’re never left guessing what sales promised.
• Client Account Plan: A single source of truth for client context, objectives, metrics, and growth opportunities that evolves as the account matures.
• Client Kickoff Deck: A client-facing presentation that reinforces continuity, sets expectations, and establishes communication norms.
• Best practices for making it work: Clear guidance on ownership, documentation, and communication to keep your team aligned and your clients confident.