Operations & Project Management
Sales-to-Operations Handoff
Give the Project Manager everything needed to instantiate the project without re-asking the customer for information Sales already has.
- Trigger
- Opportunity reaches CONTRACT_READY.
- Owner
- Project Manager
- Participants
- Inputs
- Signed contract and proposal.
- Customer requirements and site survey notes.
- Required conditions
- Contract fully executed.
- Deposit invoice issued.
Steps
- Sales Director briefs the Project Manager.
- Transfer opportunity documentation.
- Project Manager confirms scope understanding.
Decision points
- Is anything missing that blocks Project Creation? → Return to the Sales Director before proceeding.
- Outputs
- Project Manager has the complete scope package.
- Failure / exception path
- Missing information blocks Project Creation — routed back to the Sales Director rather than the Project Manager guessing.
Related system objects
Related lifecycle stages
Related standards
Related forms
None yet
Future automation opportunity
Auto-generate the Project record and ID the moment a contract is marked signed.
Required data
- Handoff completed date
- Missing-information flag