Every time a deal closes, the handoff to onboarding is a week of copy-paste: provision the workspace, set up a shared Slack channel, brief the CS owner, schedule the kickoff. Automate it — the buyer's excitement has a half-life.
Before I build, let me pin down what 'ready for kickoff' means here. Does the handoff include provisioning the customer's workspace, or just the internal coordination? How do you assign the CS owner — named CSM, pooled, by segment? And is there anything in this flow that should never go out without a human looking at it first?
All of it — workspace, channel, brief, kickoff. CSM by segment: enterprise gets a named CSM, everyone else is pooled. And the kickoff email comes from the AE, not a robot. Draft it for them, but a human sends anything the customer sees.
Scope
Build
The handoff runs end to end on a single deal. Before going live I want to replay last quarter's closed-wons through it and have a couple of your CSMs grade the briefs — they're the ones who know what's missing at kickoff.
Good. Ask P. Shah and the EMEA CSMs — they complain about handoffs the loudest.
Test
From 3 days to 10 minutes
Median handoff time across the replayed quarter would have dropped from 3.2 days to under 10 minutes — workspace live, channel open, CSM briefed, kickoff drafted before the deal champagne goes flat. CSM verdict on the briefs: complete, 38 of 38 after the security-contact fix.
Ship it. Every closed-won from today.
Go live
Liveagent · onboarding-handoff
Onboarding Handoff Agent
On closed-won
Verify deal + payment
Provision workspace
Slack channel + brief
Kickoff draft for AE
Customer-facing email always sent by a human · briefs PII-checked
Live. From now on a closed-won deal means a working workspace, an open channel, a briefed CSM, and a kickoff email sitting in the AE's outbox — inside ten minutes. Details in the report.
HubSpot
Stripe
Supabase
Slack