Handoffs break when context stays in someone’s head
Sales closes a deal, delivery starts the work, and the client assumes everyone knows what was promised. That assumption is where pain begins.
If the scope, timeline, and expectations are scattered across call notes, email threads, and memory, delivery will guess — and guessing creates rework.
The 6 things delivery needs from sales
Goals: what the client actually wants (not just what they said they want).
Constraints: deadlines, approvals, tools, budget limits.
Stakeholders: who decides, who influences, who blocks.
Scope boundaries: what is explicitly not included.
Risks: what could derail the plan.
Proof: call notes, key emails, and the proposal — linked, not pasted.
Build a handoff doc that becomes a project
The best handoff document is not a PDF. It’s a living object that becomes the delivery project.
Start with a short summary, then convert sections into tasks: onboarding, assets, milestones, approvals.
When the handoff becomes the project, nothing gets lost in translation.
Make payment feel like part of delivery
Clients hate surprise invoices. Make billing milestones visible from day one.
If you invoice on delivery milestones, show those milestones in the same place as the work. This reduces awkward follow‑ups and speeds up cash flow.
Key takeaways
Great delivery starts with clear context.
Link proof (calls, emails, proposal) to the project so delivery never has to guess.
When billing is visible alongside work, payment becomes smoother and more predictable.