Cross-Team Handoff Audit Between Sales and Operations
Check how customer information travels.
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Audit a handoff between sales and operations. Three recent handoffs with what was sent and what operations later needed: [HANDOFF_EXAMPLES]. Customer complaints linked to the handoff: [COMPLAINTS]. Tools used: [TOOLS]. Compare promised versus delivered, find missing details, repeated customer questions and unclear owners, and trace the effect on delivery time. Return a table with Item needed, Provided?, Impact and Fix, a handoff template, and a joint review each month. Also suggest a short joint kickoff, a record of promises made during the sale, and a rule that special terms are written down before they are agreed. Add a measure of the number of customer questions repeated after handoff. Also compare the handoff form with what operations actually used in the first week, and remove fields nobody reads. Add a rule that any special promise made during the sale is written in the handoff, with the date and the person who agreed it. End with a plain-language paragraph I could forward to a colleague who has not seen the material, summarising the main findings and the agreed next steps.
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