The handoff problem
Most companies lose days — sometimes weeks — between the moment a deal is signed and the moment delivery actually starts. Sales emails the project manager, who manually creates a project in ClickUp, copies the scope from the proposal, sets up a folder, asks accounting to send the deposit invoice, and pings the client to schedule kickoff. Multiply that across every deal and you’re paying senior people to be human routers.
The Sales-to-Delivery System turns that handoff into infrastructure. The moment your CRM marks a deal “Closed Won,” a coordinated sequence fires across every tool involved.
What gets automated
- Project creation. A new project is provisioned in your PM tool with the right template, owners, and deadlines pulled from the deal.
- Workspace setup. Folders, file structures, and shared docs are created in Google Drive, Notion, or your workspace of choice — pre-populated with proposal, contract, and scope.
- Client onboarding. Welcome email, kickoff scheduling link, and onboarding task list go out automatically — branded, timed, and tracked.
- Billing sync. Deposit invoice is generated in QuickBooks or Stripe with line items pulled from the quote. Payment status flows back into the CRM and PM tool.
- Internal kickoff brief. The delivery team gets a single Slack thread summarizing the deal, contacts, scope, and key dates — no more digging through CRM notes.
Why it compounds
Every deal that closes runs through the same system, so reliability goes up while operating cost goes down. Sales never get “stuck” between teams — and your operations start within minutes, not days. As volume grows, the system absorbs it without new hires.