A sale is a commercial milestone, not a delivery plan

A repeatable sales-to-project handoff checklist for client service teams that want clear ownership, approved scope and stronger project kickoffs. This guide gives service teams a concrete, repeatable way to keep client work visible, accountable and easier to review.

Create a readiness gate

Before creating work, confirm the outcome, scope, client contacts, approved commercial basis and first milestone.

Name the delivery owner

Assign one person to turn the promise into a plan and one person to protect the client relationship.

Keep the account connected

Link the project to the company, contacts and opportunity so delivery teams can understand the wider relationship.

Confirm scope and exclusions

Write down what is included, excluded and assumed. Known gaps can be managed before they become surprise work.

Store the approved source

Place the proposal or statement of work beside the project so the team can review the agreed baseline.

Run kickoff around decisions

Use the first meeting to confirm outcome, dates, dependencies, approvals and risks rather than only introductions.

Make the first milestone real

Choose a client-visible result that can be scheduled, reviewed and updated when conditions change.

Record open questions

Keep unanswered questions visible with an owner and target date. Hidden uncertainty creates expensive rework.

Review early warnings

Check for stalled approvals, missing access and client dependencies during the first two weeks.

Measure the handoff

Track time from closed deal to kickoff and scope changes after the first milestone to improve the process.

Apply this workflow in Pactuno

Pactuno connects projects and milestones with client records, documents and decisions so teams can operate from one shared source of truth.