Let’s pickup from yesterday and jump right into the details.
Here is the list of artifacts to consider including in the sales to delivery team hand-off:
- Proposal or Statement of Work (SOW)
- Master Services Agreement (MSA)
- Brief client overview
- Primary business objectives & goals
- Project estimates & scope/budget assumptions
- Key contacts & roles
- Project constraints or considerations (timeline constraints/expectations, travel expectations, notable differences of uniqueness, etc.)
- Vision statement/goals
- Prior work that has been done in support of this project or program (e.g. current state business processes, organizational realignment, vision/goals, strategic plan, persona or journey mapping, etc.)
- Other background materials provided by the client
As a Salesforce consultant, you need to review and be familiar with the content of these documents. This will ensure you’re caught up on all the major project points and start conversations armed with this knowledge.
Once reviewed, you can have your introductory call with the client. You can let them know you’ve been brought up to speed and are eager to dive into the technical and process components of the project.
The takeaway
The sales to delivery team hand-off is one of the most pivotal moments of a project and is often one of the most poorly managed aspects. Following this guide will ensure a smoother transition and build client trust.