What sales should hand over before delivery begins

Identify the project, delivery owner, accepted proposal and any later confirmed changes. State the first deliverable and what must happen before it can begin. Include a reference to the full agreement rather than treating the summary as its replacement.

Capture the client outcome separately from the contracted work. A company might want a website to explain a new service while the agreed deliverables are four service pages. The wider goal gives context; it does not add deliverables by itself.

Review the relevant notes and messages for exceptions, such as an additional workshop or a different review process. Give each its own entry, source and delivery implication. A confirmed commitment, a client request and an option raised in conversation need different labels.

If accounts conflict, include both references and ask the responsible person to resolve them. A later draft is not automatically a replacement for an accepted agreement. A salesperson's recollection remains a recollection until it can be checked.

1. Link the accepted scope and confirmed changes.
2. Record each unusual promise, its source and effect on delivery.
3. Assign unresolved questions before anyone commits to a schedule.

Harbor Field and all people and records in this example are fictional. Its accepted proposal covers four service pages, and a later email confirms an extra discovery workshop within the fee. Delivery can plan for both. A second-language request has no recorded decision, so it stays open.

The delivery lead also needs the client to name the content approver. The person who joined the sales call is not automatically that approver. The original worked brief keeps the five source-linked entries as a supplement.

Walk the delivery lead through the brief. Ask them to locate the accepted scope, explain the exceptions and identify remaining questions. Record who reviewed it and what remains unresolved. If a source is inaccessible, use the existing approved access process rather than copying private correspondence into a broadly shared file.

At kickoff, confirm the first deliverable and review responsibilities. If the client has a different understanding, record the disagreement and return it to the person authorized to resolve it.

Areinum Assistant can help organize the available information into a brief and list statements that need checking. Sales and the delivery lead still need to verify the records and agree on the handoff.