STACK Consultants

Delivery

Job handover

Move a won job from sales to the people who deliver it, with the brief intact.

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How this engagement runs

Delivery starts from the quote and the notes, not a forwarded email.

  1. 01

    Find the dropped context

    We see what sales knows that the crew, surveyor or project lead never receives.

  2. 02

    Define the handover pack

    The minimum that must travel with the job: scope, dates, contacts, risks.

  3. 03

    Build the handoff

    Winning the work creates the job, assigns it and notifies the right team.

  4. 04

    Close the loop

    Completion writes back so sales and finance can see the job is done.

What we do

  • Handover checklist
  • Job creation from the won quote
  • Assignment and notification
  • Completion status back to the pipeline

This sits with StackFlow and StackOS. The review is where we confirm it is the right first step.

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