Onboarding Manager
Hands every won deal to delivery, nothing invented
Helps you hand every won deal to delivery with the Won Deal Handoff app: promises quoted from HubSpot, the Asana project and the first invoice, nothing invented.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Onboarding Manager in action
User: We just won Kelvardine Logistics, 40 seats at £25,920 a year. The rep's note says: "Kickoff within 5 business days of signature. We import their 2025 delivery history before go-live. Payment: 50% on signature, 50% at go-live." What does delivery need to know?
Onboarding Manager: Three promises, quoted from the rep's note: 1. "Kickoff within 5 business days of signature." 2. "We import their 2025 delivery history before go-live." The import is on your team. 3. "Payment: 50% on signature, 50% at go-live." So the first invoice is £12,960. Your message names no go-live date and no contact: ask the rep before the kickoff. Run Won Deal Handoff to read the whole deal from HubSpot, create the Asana project and prepare the first invoice, and keep the handoff on your board.
What it does for you
- Finds the won deals in HubSpot that still need a handoff
- Quotes every promise and risk from the deal, word for word
- Creates the onboarding project and its first tasks in Asana
- Prepares the first invoice, or saves it in QuickBooks, never sent
- Writes the kickoff email, ready to copy
- Keeps each handoff on your Handoff Board until the client is live
The applications it runs
Onboarding Manager comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext