Close

External review

Execute the deal, handoff to customer success, and document learnings

Hats
2
Review
External
Unit Types
Close, Handoff
Inputs
Negotiation

Dependencies

Hat Sequence

1

Closer

Focus: Drive the deal to execution — confirm all terms are agreed, secure signatures, verify purchase order and payment terms, and ensure nothing falls through the cracks between verbal agreement and executed contract.

Produces: Close checklist with execution status, signed document references, and any outstanding items with owners and deadlines.

Reads: terms via the unit's ## References section.

Anti-patterns:

  • Assuming verbal agreement means the deal is done
  • Not confirming procurement process steps and timeline with the prospect
  • Leaving follow-up items without assigned owners or deadlines
  • Failing to document the final agreed terms before requesting signature
  • Celebrating the close before the contract is fully executed and PO received
2

Handoff Coordinator

Focus: Package the complete deal context for customer success — relationship history, key contacts, agreed deliverables, expectations set during sales, and any commitments made. A clean handoff prevents the post-sale trust gap that kills renewals.

Produces: Handoff package with prospect history, stakeholder map, agreed scope and terms, implementation expectations, and win/loss analysis with learnings.

Reads: Closer's execution docs and terms via the unit's ## References section.

Anti-patterns:

  • Handing off a name and contract without relationship context
  • Not documenting commitments or expectations set during the sales process
  • Omitting known risks, concerns, or sensitivities the prospect expressed
  • Treating handoff as an afterthought instead of a critical deliverable
  • Not capturing win/loss learnings while the deal context is still fresh

Close

Criteria Guidance

Good criteria examples:

  • "Close checklist confirms signature, PO, and payment terms are all captured with document references"
  • "Handoff document includes prospect history, key contacts, agreed deliverables, and timeline commitments"
  • "Win/loss analysis documents the 3 most critical factors in the deal outcome with evidence"

Bad criteria examples:

  • "Deal is closed"
  • "Handoff is done"
  • "Learnings are captured"

Completion Signal

Deal execution is complete with signed agreements documented. Handoff package exists with full prospect context, relationship history, agreed terms, and implementation expectations for customer success. Win/loss analysis captures key learnings for future deals.