ENDE
Book a call
Product · Handovers

Handovers that carry the whole story.

From SDR to account executive, from sales to customer success, from account executive to account manager: Taskbase prepares the handover from what was really said and signed, and chases whatever is missing.

Book a meetingAll products

Handover

Brightwave Energy · CS handover prepared

To: Maya (CS lead), Jonas (CSM)

Signed first pilot on 29 October. Mara’s priority is turning calls into net-new sales: “He is doing the hard work” but “he is not progressing to opportunities.”

Mara VossCEO, buyerTom KellerLeads sales

Commercials

PilotFour licences, three months€1,800
ThenEight users, 12 months, paid quarterly€13,200 / year
Contract valueTotal over 15 months, not ARR€15,000

Clarify before launch: the AE promised quarterly exit orally. The signed quote says automatic annual rollout.

Prepared for you

  • Customer record saved and checked
  • Customer folder and kickoff deck ready
  • Kickoff booked: Monday 2 November, 12:00

To confirm

  • Teams and call recording access
  • Who is in the pilot, who gets the data licence
  • Baselines, targets and review cadence

Before launch: the AE and Mara clarify the commercial terms. The CSM validates access, imports the playbook and agrees success criteria at kickoff.

A handover brief for the CS lead and the CSM. The customer and all names are fictional.

Nothing repeatedcustomers do not tell the story twice
Every sourcesigned quote, calls, notes, emails and presentations
Gaps markedunknowns are flagged for confirmation, never guessed

From signed deal to a prepared kickoff

  1. 1GatherTaskbase collects the signed quote, sales calls, notes, emails and presentations.
  2. 2CaptureWhy they bought, stakeholders, commercial terms, success goals and setup requirements.
  3. 3PrepareIt updates the customer record, organises the folder and builds a kickoff deck for this customer.
  4. 4Brief and chaseThe CS lead and the CSM get the handover. The AE is reminded if the meeting is not booked.

One standard

The same handover, wherever a deal changes hands

A handover is only as good as what survives it. Taskbase works from the evidence, not from memory, and uses the same approach at every step of the customer journey.

  1. 01

    Sales to customer success

    The full sales story goes into onboarding: why they bought, who decides, what was promised, the terms and the success goals.

  2. 02

    SDR to account executive

    The moment a meeting is booked, the AE gets the problem, who decides and what was agreed in the call.

  3. 03

    Account executive to account manager

    The same brief, with the commitments and the open questions, when the account moves on.

Before the first meeting

The AE knows what the SDR agreed

The moment an SDR books a meeting, the account executive gets a short message with the new opportunity and what was agreed in the cold call, and it is in the next morning briefing too.

Taskbase10:42

New opportunity

Northwind Freight · Tuesday, 10:00Booked by Lena (SDR)

Agreed in the call

  • ProblemForecasting takes two days every month.
  • Who decidesThe ops lead signs off above €20,000.
  • CompetitorLooked at Orbit last year.

Open briefingAdd to my day

It is in tomorrow’s morning briefing too.

The message an AE gets when a meeting is booked. Names are fictional.

  • The problem, who decides and the competitor, taken from the call.
  • It lands in the chat the AE already uses.
  • No notes to type, nothing to forward.

Discover more products

Taskbase products work together, on the same playbook.

Works with this productSales automationBriefings, follow-ups, CRM updates and deal rooms, finished before reps ask.See the product Works with this productSales playbookWe build the first playbook from your past calls and documents. You approve every update.See the product Works with this productCustomer successHealth, commercials and next actions for every customer, in views you set up yourself.See the product Skill developmentSkills from your playbook, coached after every call and measured against outcomes.See the product ProspectingA daily warm call list, new leads on request and events prepared in minutes.See the product ForecastingDeal scores from your methodology, forecast and deal review in one place.See the product Reporting and insightsAny report on one page, built by chat, plus insights your calls produce on their own.See the product Recording and transcriptionEvery conversation recorded and transcribed, in any language, with our tool or yours.See the product Churn preventionCustomers ranked by evidence, so you act on risk before the renewal.See the product Custom AI skillsDescribe a job in the chat. Taskbase builds it in minutes and runs it for you.See the product
All productsSee Taskbase for your role

See a handover built from your own deals

Pick one signed deal. We show you the handover, the kickoff deck and the gaps Taskbase would chase.

Book a callSee case studies