New client onboarding handoff is the process of moving a closed deal from sales to the team responsible for delivery. Handled manually, it requires gathering scattered contract details, coordinating across departments, and chasing schedules, which delays the client's first experience.
An automated handoff triggers the moment a deal closes, compiling client details, generating folders and welcome communications, and coordinating kickoff scheduling without manual follow-up. The result is a faster, more consistent start to every client relationship.
The full workflow, from trigger to completion.
A deal stage change to closed-won starts the onboarding handoff automatically.
The automation platform retrieves contract terms, contacts, and deal notes directly from the CRM record.
A folder pre-loaded with contract and invoice templates is generated for the new client instantly.
The automation writes a personalized welcome email and prepares a kickoff scheduling link for the client.
If required fields are incomplete, the workflow routes the deal back to the sales rep before proceeding further.
Once client details are confirmed complete, an invoice is generated and emailed to the client automatically.
After the client picks a time slot, a confirmation email with call details goes out without manual input.
The CRM status updates to Onboarding In Progress and the onboarding channel gets an alert with the folder link.
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