Sales Handoff

Name the signed deal in the form below. Cobl hands over the scope, promises, people and risks to the delivery team, each with its source.

Delivery handover

Hand over scope, promises and risks to delivery.

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Signed proposal (opt.)

Which signed deal do you want to hand over?

Trusted by 1700+ teams to close deals faster.

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Prepare the handover for the Helix deal.

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Get scope, promises, people and risks in one document.

What did we promise during the sale?

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See every commitment, with its source.

Who are the key people on their side?

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Get the stakeholders, roles and what each expects.

Make slides for the internal kick-off.

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Receive the handover as A4, slides or a dashboard.

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Hand over the deal without losing what was promised

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.pg{background:#fff;width:270px;box-sizing:border-box;padding:26px 30px 28px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10);border-radius:4px}.k{font-size:8.5px;letter-spacing:.12em;color:#767473;text-transform:uppercase;border-bottom:1px solid #181818;padding-bottom:6px;display:flex;justify-content:space-between}.n{font-size:44px;line-height:1;margin-top:20px;animation:wr 5s ease-out infinite}.s{font-size:11.5px;color:#545352;margin-top:10px}.s b{color:#181818;font-weight:600}@keyframes wr{0%,18%{clip-path:inset(0 0 100% 0)}40%,92%{clip-path:inset(0 0 0 0);opacity:1}100%{clip-path:inset(0 0 0 0);opacity:0}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="pg"><div class="k"><span>Scope sold</span><span>2</span></div><div class="n serif">12 sites</div><div class="s"><b>3 options</b> · <b>3-year</b> contract</div></div></div></body></html>

Everything that was sold

Scope, options and commitments from the deal.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.m{width:300px;box-sizing:border-box;background:#fff;border-radius:14px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10);padding:16px 20px}.to{font-size:12px;color:#767473;padding-bottom:9px;border-bottom:1px solid #eeedec}.to b{font-weight:500;color:#181818}.sb{font-size:17px;line-height:1.3;margin-top:11px}.bd{font-size:13px;color:#545352;margin-top:6px;white-space:nowrap}.bd .h{color:#181818;background:linear-gradient(#9eff78,#9eff78) 0 0/100% 100% no-repeat;padding:0 4px;white-space:nowrap;animation:hl 5s ease-in-out infinite}@keyframes hl{0%,18%{background-size:0% 100%}40%,92%{background-size:100% 100%}100%{background-size:0% 100%}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="m"><div class="to">To <b>Marta K.</b> · Sep 12</div><div class="sb serif">Re: Timeline for Port of Rennes</div><div class="bd">Yes, we can <span class="h">go live before March</span></div></div></div></body></html>

Every promise, with its source

What sales said, found in emails and meetings.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.r{display:flex;align-items:center;justify-content:space-between;gap:12px;width:300px;box-sizing:border-box;background:rgba(23,23,23,.94);color:#fff;border-radius:14px;padding:16px 18px;box-shadow:0 14px 36px -8px rgba(0,0,0,.25)}.r .t{font-size:11.5px;color:rgba(255,255,255,.6);white-space:nowrap}.r .n{font-size:20px;line-height:1.15;margin-top:4px;white-space:nowrap}.p{background:#9eff78;color:#181818;border-radius:99px;padding:4px 10px;font-size:13px;font-weight:600;white-space:nowrap}.r{animation:fadeDown 5s infinite}@keyframes fadeDown{0%,18%{opacity:0;transform:translateY(-12px)}32%,92%{opacity:1;transform:none}100%{opacity:0;transform:none}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="r"><div><div class="t">Kick-off brief · Helix Logistics</div><div class="n serif">IT access by Nov 4</div></div><span class="p">Main risk</span></div></div></body></html>

A smooth start

People, risks and expected success for the delivery team.