Sales-to-delivery handoffs lose context. Structure the packet.
Minimum handoff packet
- Signed SOW link.
- Call summary: goals, risks, political landmines.
- Pricing and margin notes (internal only).
- Client comms preferences.
- Promised dates (only what is in SOW).
Rule
Delivery lead accepts or rejects handoff, not silent inheritance.
Use this as a working checklist inside your team first. When the same steps repeat every week and spreadsheets start breaking, that is usually the moment to scope a lightweight admin dashboard with queues, owners, blockers and a founder view as an owned system. See the relevant Standen service · More guides · SaaS ops audit.