Service guides / SaaS development
Handover checklist · SaaS developmentSimple CRM products: handover checklist
Make the result understandable to the next person. Start with sample leads and pipeline definitions and plan a lead intake-to-follow-up journey.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- sample leads and pipeline definitions.
- Proposed result
- a lead intake-to-follow-up journey.
- A decision to resolve
- unowned leads and duplicate organisations.
This is a planning example. It does not describe a completed client engagement.
Handover checklist for this project
- Agree ownership of hosting, backups, billing accounts, product support and future releases.
- Deliver a lead intake-to-follow-up journey with references to sample leads and pipeline definitions.
- List any unresolved questions about unowned leads and duplicate organisations, with an owner and proposed next step.
Questions to answer together
- Which files, instructions and access details must be transferred?
- Who owns updates and unresolved questions?
- How can someone trace a result back to its source?
What to have at the end
A handover register with deliverables, owners, known limitations and open actions.
Record the decision on unowned leads and duplicate organisations alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.