Sales to Post-Sales Handover

While SiftHub automatically triggers handover dossiers for your closed-won deals, there are times when you need to proactively assemble deal intelligence before the final contract is signed. The Sales-to-Post-Sales Handover Intent in the AI Teammate web app allows you to manually generate a comprehensive transition report at any stage of the deal.

By triggering this intent, you can perform pre-close health checks, prepare for internal transition meetings, or catch up on deal nuances that haven't yet met the high-confidence threshold for an automated workflow.

Getting Started: Triggering the Handover

The Sales-to-Post-Sales Handover is a specialized intent available directly on your AI Teammate landing page.

1. Locate the Action Card: Open the SiftHub Web App and click the Sales-to-Post-Sales Handover card.

2. Identify the Prospect: Enter the specific name of the prospect or deal into the input field (e.g., "Acme").

3. Submit: Click the arrow or press Enter. The AI Teammate will begin retrieving CRM data, call transcripts, and internal notes to build the dossier.

Recommended Usage & Use Cases

Generating a manual handover is most effective when you need a "strategic pulse check" before the deal officially crosses the finish line.

1. Pre-Close Deal Health Checks

Use this intent to see exactly what your Customer Success team will inherit.

• The "Why" Check: Review the Business Context section to ensure your champion’s primary pain points and success criteria are clearly documented.

• The Gap Analysis: Use the Technical Discovery section to identify any remaining integration questions or security blockers that need to be resolved before closing.

2. Preparing for Internal Handoff Meetings

Before meeting with an Implementation Lead or CSM, trigger this intent to get a unified view of:

• Sales Insights & Commitments: A summary of every promise made during the sales cycle, paired with direct quotes from call transcripts.

• Stakeholder Sentiment: A detailed table identifying key influencers, their buying roles, and their specific concerns throughout the evaluation.

Under the Hood: The Intelligence Engine

When you trigger this intent, the AI Teammate performs a deep-dive analysis across your deal ecosystem:

• Contextual Synthesis: The system scans your connected sources (Slack, Gong, CRM, etc.) and analyzes prior calls to extract technical requirements and timelines.

• Redaction: Business contact info is preserved while sensitive PII is redacted.

Expert Tips for the Best Experience

• Transaction Management: Based on the volume of related call transcripts and connected sources analyzed, as well as whether web search is enabled or not, this intent consumes between 5 - 50 transactions dynamically. 

• Manual Sharing: You can use the Share button in the web app to share the intent response with your CS team as a pre-read before handover discussions.

• Regenerating with New Data: If you have had new discovery calls or received fresh technical requirements since the last time you ran the handover, simply trigger the intent again to sync the latest conversation data.

Recommended Workflow for Manual Handovers