PULSE Academy / Project Management

Intake: hand a won deal to delivery

Move from signed deal to staffed project without re-typing.

Advanced · 6 minutes · Article

You'll learn to

• Hand off a won deal with scope and promises
• Accept and staff an intake as the delivery lead

When a deal is won, open it in CRM and choose Hand off to delivery. Pick a hand-off template for the service if one fits, then fill in the scope, deliverables, price, client promises and risks, and choose the delivery lead.

The lead reviews the intake, assigns each deliverable to someone and accepts it, or returns it with questions. On acceptance PULSE creates the project with its scope (for Scope Guard), the promises (for the Promise Ledger) and the tasks. An AI breakdown can turn a pasted scope into a first list of deliverables for you to edit.

Try it: open Intake and look at the hand-off templates your team uses.

Related

• Projects, tasks and views
• Start from a template
• Dependencies, Gantt and the critical path
• Baselines and delivery records