Run the deal-won handoff
When a deal closes, it handles everything between sales and the team taking over. Every step that changes something waits for your yes.
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# general
# team
# support
# sales
Apps
Concrete
# sales
ConcreteAPP4:10 PM
- HubSpot: Northwind closed won
- handoff written in Notion
- kickoff held Tuesday 10:00 with Priya
3 checks
Welcome email to Dana at Northwind
Welcome aboard, Dana. Priya will run your kickoff on Tuesday at 10, and she already has everything we discussed.
✓ Approved by Lee · sent 4:12 PM
What it does
- 1
Writes the handoff from the deal and its emails
- 2
Tells the account team in Slack
- 3
Books the kickoff and drafts the welcome email
Works with
- HubSpot
- Notion
- Google Calendar
- Gmail
- Slack
Asks first. Anything that changes a record or reaches a customer waits for your yes in Slack.
More it can take on
- Sales
Watch your pipeline
Which deals moved, stalled or need you, from your CRM and your inbox. - Sales
Update your CRM from Slack
Say it in Slack and it prepares the CRM update for you to approve. - Marketing
Track your competitors
Watches your competitors all week and posts what they shipped, changed and announced, every Monday.