Sales-to-success handoff checklist

Transfer the promises and context a delivery team needs without making the customer repeat discovery.

Commercial context

Capture product scope, start date, key terms, decision makers, and any unusual commitments. Link to the signed source of truth.

Describe the customer’s first measurable win, target date, and how success will be verified.

List dependencies, integrations, data readiness, security reviews, and open questions with owners.

Confirm the next meeting, participants, agenda, and what the customer needs to prepare.

Have the receiving owner acknowledge open commitments and flag promises that need clarification.