A better sales handover starts before the deal is won.

Delivery should begin with a shared understanding of the promise made to the customer.

Agree what ready means

Sales and delivery should define the information required to start: customer contacts, agreed scope, timing, assumptions and outstanding decisions. Keep the checklist short enough to be useful.

Capture details at the right moment

Ask for information when it becomes available during the sale. Waiting until the end makes the handover a memory test and encourages people to fill in gaps with assumptions.

Automate preparation, retain acceptance

An accepted quote can prepare a job record and notify an owner. Let the delivery team confirm that the information is complete before work begins. Make unresolved items visible rather than treating the automation as proof of readiness.

Close the feedback loop

When delivery repeatedly asks the same question, improve the intake. Review a few recent jobs together and use the examples to refine the process. Good handovers improve through shared feedback.