Design the handoffs, owners, and rules that move a customer from closed-won to cash collected.
Each team has its own way of working, but the steps between them were never defined. Information gets lost, customers repeat themselves, and contract changes miss billing.
Map how work actually moves between your teams. Then define the handoffs, owners, and rules that keep it moving.
Required information, owners, and approval rules for every change to a customer's account.
Ownership (RACI) and escalation workflows, so every account has a named owner after onboarding.
Required info at deal close and a handoff summary the next team can trust.
Upgrades, downgrades, and cancellations with clear approvals and billing triggers.
Process maps, handoff checklists, RACI and approval rules, SOPs and training materials, and data hygiene findings.
Data hygiene audits and operational health checks that show where records and handoffs are breaking down.
Every customer moves from closed-won to cash collected. Customer Lifecycle Operations pairs with the Lifecycle plans on the Pricing page, from a one-time assessment to hands-on fractional work, and uses Process Design & Documentation to build the handoffs and SOPs.
Book a 30-minute call. We'll look at where work is stuck and the right place to start.
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