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

Hats
2
Review Agents
1
Review
External, await
Unit Types
Close, Handoff
Inputs
Negotiation

Dependencies

Negotiationterms

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 (RFC 2119):

  • The agent MUST NOT assume verbal agreement means the deal is done
  • The agent MUST confirm procurement process steps and timeline with the prospect
  • The agent MUST NOT leave follow-up items without assigned owners or deadlines
  • The agent MUST NOT fail to document the final agreed terms before requesting signature
  • The agent MUST NOT celebrat 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 (RFC 2119):

  • The agent MUST NOT hand off a name and contract without relationship context
  • The agent MUST document commitments or expectations set during the sales process
  • The agent MUST NOT omit known risks, concerns, or sensitivities the prospect expressed
  • The agent MUST NOT treat handoff as an afterthought instead of a critical deliverable
  • The agent MUST captur win/loss learnings while the deal context is still fresh

Review Agents

Handoff Quality

Mandate: The agent MUST verify the deal close and customer success handoff are complete.

Check:

  • The agent MUST verify that all contract terms are finalized and signed
  • The agent MUST verify that customer success team has received complete context (goals, timeline, contacts, risks)
  • The agent MUST verify that implementation kickoff is scheduled with the right stakeholders
  • The agent MUST verify that no verbal commitments exist that are not reflected in the contract

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 (RFC 2119)

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