Tools · About 20 minutes per deal · Stays in your browser

The Handoff Record builder

Sit down with the person who sold the deal and answer five questions, in the customer's words, before anyone books a kickoff. Then save it as a one-page PDF for the team.

The deal

Customer

Sold by

Owned from here by

Closed on

Kickoff on

Question 1 of 5The promise
What does the customer want to be different, in their own words?
Not the product summary. The sentence they said on a call about what needs to change in the next six months. Quote it if you can.
Question 2 of 5Why now
Why did they buy now, rather than next quarter?
A renewal deadline, a new leader, a failed project, a compliance date. Urgency explains behaviour later.
Question 3 of 5The people
Who signed, who has to use it, who can block it, and who has been quiet?
Aim for at least three people who know what you do. One contact is a churn signal waiting to happen.
Question 4 of 5Outside the contract
What was agreed or hinted at that is not in the contract?
Every side agreement, timeline and “we can probably do that” said in a room. This prevents the worst conversations.
Question 5 of 5The first sign of progress
What one thing, by what date, would show this is going well?
Something the customer would notice, not a task on your plan. Agree it with the owner before the kickoff.
Optional
What would the seller worry about if they kept this account?
The known risk, said plainly. It is easier to hear now than at renewal.