Won Deal Handoff
Hand every won deal to your delivery team in one step. Leave the deal empty to take your latest won deal in HubSpot, or type its name, and paste the client's last email if you have one.
What installing it brings
- 1 workflow44 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Hand every won deal to your delivery team in one step. Leave the deal empty to take your latest won deal in HubSpot, or type its name, and paste the client's last email if you have one. The app reads the deal, its notes, contacts and company, and quotes every promise and risk word for word: each quote is checked against the deal record, and anything it cannot find there is left out. It opens the onboarding project in Asana with the kickoff call, your first tasks and one task per promise, prepares the first invoice from the deal amount and the payment terms quoted (or saves it in QuickBooks, never sent, when you choose it) and writes the kickoff email for you to copy. Each handoff becomes a card on your Handoff Board (To review, Kickoff booked, Onboarding, Live), and a deal is never handed off twice. Settings: how far back to look, your won stage, project tool, kickoff delay, your first tasks, the first invoice, language, signature, preview only. Needs HubSpot (read only); Asana and QuickBooks are optional. Nothing is ever sent to the client.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 44 steps, 1 screen.
Published by
livecontext
@livecontext