The Digital Project Manager – How to Master the Perfect Sales-To PM Project Handoff

Sally Shaugnessy from Aten Group will guide you through the process of transferring a project from the sales stage into the delivery stage.

The expert duo will provide a detailed look at the hand-off process. They will also cover the steps necessary to ensure that it goes smoothly. They will discuss documentation review, how to prepare the PM and Sales meeting, financial communication, kickoff, launch and marketing, and what happens after the project is completed.

You will leave this workshop feeling confident and equipped to handle your next sales-to PM handoff without any hiccups.

What you’ll learn

How to facilitate smooth transfer from sales to PM
How to build a great working relationship between your Sales/AM team
What questions should your sales team ask clients before meeting with them?
How to instill confidence with your new client
How to get your sales team involved in a project.

What you’ll be able to do

Less stress
Fewer misunderstandings
Improved project delivery
Project control increased

Resources

Sales To PM Transition Checklist (.pdf)

Host