Carry the client context from sales to delivery.

Capture what you need before the first call Collect requirements, route requests, schedule discovery, and track each opportunity through stages your team recognizes. ### Make the handoff part of the workflow Create onboarding tasks, approval steps, and internal notifications when the client reaches the right stage. Define who takes responsibility next. ### Review the connections before building them We assess APIs, webhooks, and supported integration options, then scope which information should move and how failures will be handled. ### Keep specialist systems in their role ONO coordinates customer-facing workflows. Any proposal to replace a service desk, project-management system, or engineering tool requires a separate assessment. Closing heading: Show us where the handoff breaks down. Action: Discuss a systems project