In this session, I'll guide you through the four key phases of our hand-off framework, from deal identification to project planning. I'll show you how we automated this process and what it took to get our teams to actually follow it.
- The "HubSpot to Jira" Handshake: See how we built a semi-automated process that flags high-probability deals and creates a living project epic in Jira, ensuring nothing falls through the cracks from the moment a deal looks promising.
-The Four-Phase Playbook: Intake, Initiation, Planning, and Execution: I'll break down the critical tasks and outputs for each phase (like the SOW, ProjectId, and Project Charter) and explain who owns what, from Operations to the Project Manager.
-The 30-Minute Handoff Meeting: We'll dive into the agenda for our mandatory 30-minute hand-off meeting. It's a quick, focused huddle between presales, operations, and the delivery team that prevents future misalignment. I’ll share the meeting hand-off template
-Real-World Automation & Tools: I'll show you the tools we use (HubSpot, Jira, Zapier) and explain how we wired them together to enforce our process, track progress, and create a single source of truth.
-Lessons Learned and FAQs: We'll discuss the common hurdles—like dealing with discrepancies between sales and delivery, and getting buy-in from your team—and I'll answer the tough questions from our own implementation journey.
Learning Objectives:
By the end of this session, attendees will walk away with:
- A practical, four-phase framework to standardize their project hand-off process.
- A template and a clear agenda for a critical 30-minute hand-off meeting that prevents misalignment.
- Ideas on how to leverage automation to enforce processes and reduce manual tracking.
- A deeper understanding of roles and responsibilities is necessary to establish a unified, accountable process that spans from sales to delivery.
- A clear plan of action to bring structure and predictability to their own agency's project kick-offs.