Signature-to-Handover
A run starts at signature and ends when somebody other than the seller owns the relationship. The processes here book the order against the right entity and terms, check that what was sold is what can be delivered, introduce the team who will deliver it, hand over everything learned during the sale so the customer does not have to repeat themselves, and schedule the start. Invoicing and collections are finance, and this stream stops at the booking. A handover that never happens is how a signed customer becomes an unhappy one, which is why it is a stream rather than a step at the end of closing.
vs/sls/signature-to-handover v1The processes
The processes in this stream
Book the Order
Starts withan agreement comes back executed
Ends whenthe order is booked and the people who act on it know
Activities inside
- Take in the Executed Agreement
- Confirm the Signature and the Signer
- Identify the Buying Entity
16 activities · 50 blanks to fill · 1 human gate
Hand over to Delivery
Starts withan order is booked
Ends whensomebody other than the seller owns the relationship
Activities inside
- Take in the Booked Order
- Name Who Now Owns the Relationship
- Collect What the Sale Learned
16 activities · 50 blanks to fill · 1 human gate