A deal closes.
Then it sits, because nobody agreed what happens next.
Sales marks it won and moves on. Delivery does not know it exists until someone forwards an email. Finance cannot invoice, because the fields it needs were never filled in.
What it costs you
The gap between won and invoiced is money you have already earned.
Every handoff without an owner, a deadline and an acceptance rule runs at the speed of whoever remembers it. Delivery starts late, the client feels it, and the invoice goes out later still.
Nobody is at fault, which is exactly the problem. There is no rule to break, so there is nothing to fix — until the client complains, and by then it is a relationship problem rather than a process problem.
What we build
Handoffs the system enforces, not the ones people remember
We map how revenue actually moves between sales, delivery and finance, then set the time limit and the entry conditions for each stage. Closing a deal creates the delivery work and assigns it to a person. A missed deadline raises an alert instead of quietly ageing. You own the rules and you can change them.
- Stage time limits and escalation paths
- Handoff criteria and required fields
- Automatic task creation and ownership
- Breach alerts routed to managers
- Invoice triggers on delivery completion
- Stage ageing and stuck-handoff dashboards
