Post-sales delivery, connected
From Signed Deal to Go-Live. Without Losing Context.
Seamless Handover connects Sales, onboarding, implementation, engineering, and customer success in one structured delivery workflow.
Closed won
Deal won
Stage 02
Project setup
Stage 03
Implementation
Stage 04
Delivery
Stage 05
UAT / CSM handover
Outcome
Go-live
One continuous delivery recordContext moves with the workThe delivery gap
Your customer story shouldn’t arrive in fragments.
Customer information lives across business systems, so delivery teams inherit pieces—not the complete scope, decisions, and ownership they need to reach go-live.
CRM
Salesforce · HubSpot · LeadSquared
Gmail · Outlook
Documents
Drive · Sheets
Meetings
Zoom · Teams
Project work
Jira · Asana
Engineering
GitHub · Linear
Delivery team
Working from an incomplete picture
No shared context
The full customer story never reaches delivery
No clear owner
Responsibility gets lost between teams
Risks surface late
Problems appear when go-live is already moving
How Handover works
One record moves forward. Nothing gets lost.
Each stage inherits the context, decisions, owners, and risks from the stage before it.
Context captured
What was promised becomes the delivery brief automatically.
Closed won
Deal won
Onboarding
Project setup
Delivery planning
Implementation
Ownership accepted
Every transition has a named sender and receiver.
Risk resolved
Signals surface while teams can still protect go-live.
Execution
Delivery
Transition
UAT / CSM handover
Final stage
Go-live
Built for the full journey
What Handover gives each team.
Capture the deal context
Create a structured project from CRM, email, CSV, or manual entry.
02Make handoffs accountable
Teams accept or reject transfers with notes, ownership, and full history.
03Keep delivery on track
Run checklists, tasks, meetings, owners, dates, and project workspaces.
04See risk before go-live slips
Spot attention reasons, workload risk, and timeline conflicts early.
05Keep clients informed
Share roadmap, requirements, documents, credentials, and updates.
Structured handoffs
Every team accepts the work they are taking on.
Ownership never changes silently. The receiving team reviews context, accepts or returns the transfer, and leaves a recorded decision trail.
Named sender and receiver
Context reviewed before transfer
Permanent decision history
Implementation → Engineering
API configuration and sandbox validation
Maya Patel
Implementation lead
Devon Lee
Engineering owner
Context included
Sandbox credentials are verified. Two custom fields need mapping before production sync.
8
Files
3
Decisions
2
Open items
1
Dependency
Handoff audit trail
Every decision and transfer note stays permanently attached to the project.
Recorded with owner, note, and timestamp
Go-live intelligence
Know what will miss go-live before it does.
Handover watches overdue work, inactivity, holds, timeline conflicts, remaining effort, and unaccepted handoffs in one management view.
Live delivery signals
Risk tied to owners
A clear next move
Northstar go-live
Signals evaluated continuously across the delivery record
62
Readiness
Drivers needing attention
3 active signalsSecurity review
Ravi · Compliance
Release approval pending
Engineering handoff
Devon · Platform
No receiving sign-off
Data mapping
Maya · Delivery
Validation shifts
Projected timeline variance
Overdue review and delayed validation put go-live at risk.
Recommended move
Approval requiredEscalate review and confirm Engineering ownership.
Resolves the five-day projected slip by unblocking compliance sign-off.
Client portal
Keep clients informed without another status call.
Give every client a clear view of roadmap, requirements, documents, credentials, updates, FAQs, and guided support.
Explore this workflowShared launch plan
Acme Corp onboarding
Target go-live · 15 Nov
Your tasks
2 pendingApprove requirements
Completed · Sarah Chen
Upload SSO configuration
Due 8 Nov · IT owner
Review UAT plan
Due 10 Nov · Project lead
Handover delivery tasks
4 in progressConfigure sandbox
Maya Patel · In progress
Map account fields
Devon Lee · In progress
+ 2 more tasks in progress
Secure document request
Expires 12 NovSSO details & compliance questionnaire
Restricted to project owners
Buddy AI
Your delivery context, ready for a conversation.
Open any previous discussion or ask a new question in a full workspace. Buddy explains delivery state, cites live context, and proposes controlled next actions.
Portfolio-aware conversations
Previous briefings in one place
Approval before every action
Buddy
Executive delivery assistant
Northstar rollout
Go-live risk review
Three signals put the 24 October date at risk. The security review is overdue, Engineering has not accepted the handoff, and data mapping now finishes three days after the target.
Security review
2d overdue
Eng. handoff
Pending
Data mapping
+3 days
Suggested next action
Escalate the security review and request Engineering acceptance today.
Answers include sources · Actions require approval
Integrations & security
Your systems stay in sync. The gaps go.
Bring every deal, decision, meeting, and delivery update into one connected workflow—without replacing the tools your teams already use.
CRM
Deals arrive with full context
LeadSquaredCommunication
Decisions captured from the thread
Meetings
Calls become recorded outcomes
Project work
Engineering stays in sync
Secure by design
Access stays controlled.
4
Ways to bring work in
10+
Connected team tools
1
Continuous delivery record
A cleaner path to go-live
Turn every signed deal into a successful go-live.
See how Handover fits your delivery workflow.
Book a Demo