ORIGIN Onboarding Tests

Act 05, How we sell Section 13 of 13

Winning the deal is not the end of the Growth Team's work on it. The handover is. This section shows how a client passes to the people who will deliver.

2Documents carry the handover

0Questions the client has to answer twice

KickoffFrom here, the Team Lead owns the relationship

Follow the handover

Part 1

What is handed over

The moment a deal is signed, the client moves from the Growth Team to the OS Team.

Two documents carry it

The ORIGIN Client BriefThe client has already confirmed it during discovery: the cause for change, the scope, the timeline, and what success looks like in their words.

The Growth to OS handover briefInternal only and never shared with the client. It adds everything we learned that could not go in a client document: who really decides, what worries them, who else pitched, and every promise made during the sale.

Both are prepared with Claude, using the routines built for them.

What the OS Team must be able to open

Both documents.

Every meeting recording.

The deal in Pipedrive, up to date.

The client's own files and references.

During the sale you made the client a small promise. Where does it go?

Every promise made during the sale.

In practice

If you made a promise during the sale, even a small one, write it in the handover brief. The Team Lead should never learn about it from the client.

Remember

A clean handover means delivery can start without asking the client a single question they have already answered.

Part 2

From the pack to the kickoff

The OS Team reviews the pack and has the authority to send it back if it is incomplete. That is deliberate. A weak handover is one of the main ways an engagement loses value before it begins.

What happens next

1A Team Lead is assigned.
2The kickoff, the first meeting of the engagement, is held with the Growth Team, the OS Team and the Team Lead together.
3The Growth Team introduces, confirms what was agreed, and steps back.

From the kickoff onward, the Team Lead owns the relationship. Renewing the client and growing the work with them belong to the OS Team.

The OS Team opens the pack, and a meeting recording is missing. What does it do?

It has the authority to, and that is deliberate.

Remember

Own the handover the way you owned the deal.

Your part

Before you move on

Three questions before you move on. Type your answer, send it, then check it.

Your answers stay on this device.

1Which two documents carry the handover?

The answerThe ORIGIN Client Brief and the Growth to OS handover brief.

2What can the OS Team do with an incomplete pack?

The answerSend it back. It has the authority to.

3Who owns the relationship from the kickoff onward?

The answerThe Team Lead. Renewing the client and growing the work with them belong to the OS Team.

Answer all three and this section is yours.

Own the handover.

That is owning the outcome. Next: the Act 05 quiz.