Customer Onboarding Handoff Audit
Check the move from sale to delivery.
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Audit the handoff from sales to delivery. What sales records and passes on, with a recent example: [HANDOFF_EXAMPLE]. What delivery says it lacks: [DELIVERY_COMPLAINTS]. Customer feedback on the first month: [CUSTOMER_FEEDBACK]. Compare what the customer was promised with what delivery received, find missing information, unclear scope, and promises made that cannot be kept, and trace the effect on customer experience. Return a gap table with Item, Promised, Handed over, Impact and Fix, a score from 1 to 10 for handoff quality, and a one-page handoff template. Also suggest a short meeting between sales and delivery before the kickoff, a checklist for what the customer was told about timeline and scope, and a customer-facing summary sent within a day of signing. Add a feedback question for the customer about how smooth the transition felt. Further, suggest metrics such as time to first value and number of questions in the first week, so that the quality of the handoff can be measured. Add a feedback loop in which delivery tells sales monthly what information was missing and sales updates the checklist.
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