What matters
The handoff should identify the current agreement, customer contact and relevant decisions. Delivery should not have to infer what was sold from scattered messages or an earlier proposal version.
Put it into practice
- Identify the accepted proposal
- Summarize service and commitments
- Review open questions with delivery
An example in practice
The sales team confirms one of two service options. Delivery receives that choice and its conditions rather than a folder containing both without a decision.
What to track
Track handoff questions caused by missing sales context.