Article
Sales to customer success handover
Create a step-by-step process from verbal agreement to signed contract so nothing falls through the cracks at the finish line.
Summary
This lesson walks you through building a closing checklist that covers every step from verbal agreement to signed contract. You will learn how to identify the steps that commonly delay or derail deals at the finish line, assign clear ownership for each step, and create a repeatable process your team can follow on every deal.
Deals can fall apart between a verbal yes and a signed contract. Internal approvals get stuck, legal raises questions, or the prospect simply gets distracted. This chapter helps you build a closing checklist that covers every step from agreement in principle to signature. You will know exactly what needs to happen, in what order, and who owns each step so you stop losing deals at the last mile.