Closed-won → CS handoff

When a HubSpot deal moves to Closed won, a workflow opens an onboarding ticket, copies the sales context and assigns a CSM. It also flags any missing handoff fields back to the rep. The kickoff SLA is 24 hours.

Kickoff within 24h

2 / 4

1 pending

Avg handoff context

92%

of 12 required fields filled at close

ARR handed to CS

$1.4M

4 closed-won deals (SAMPLE)

Deal	Account	Modules	Owner	Context	Kickoff	ARR
SAMPLE CW-001	Cardinal Valley Fiber Fiber-first ISP · 16,000 subs · closed 1d ago	4 modules	Rep B → CSM 1	100%	✓ kickoff sent in 3h	$269K
SAMPLE CW-002	Northern Lights Broadband Electric co-op broadband · 8,400 subs · closed 2d ago	3 modules	Rep B → CSM 2	83% missing 2	✕ kickoff sent in 26h	$141K
SAMPLE CW-003	Atlantic Shore Fiber Fiber-first ISP · 58,000 subs · closed 4d ago	6 modules	Rep A → CSM 1	100%	✓ kickoff sent in 5h	$974K
SAMPLE CW-004	Prairie Rose Wireless Fixed wireless moving to fiber · 3,900 subs · closed today	2 modules	Rep C → CSM 2	83% missing 2	pending · 21h left	$66K