Handover summary
- Scope and sales notes
- In the project folder
- Responsible owner
- Dana Lee
- Missing
- Nothing
- Next action
- Kickoff on Monday at 10:00 AM
All industries
Professional services
A signed proposal starts the work, not another round of discovery.
We carry everything from the sales conversation into delivery, and chase only what's still missing before kickoff.
Works with HubSpot, Outlook, SharePoint and your project tool.
Examples use sample data.
Sounds familiar?
- Delivery re-asks questions sales already answered.
- Kickoffs slip waiting for documents.
- Nobody knows who the client's owner is.
- Onboarding emails go out on a fixed schedule whether they're needed or not.
Today vs. with Atlas40
Sales knowledge stays in the inbox, so delivery starts by asking again.
01Deal signed
02Re-ask questions
03Chase documents
04Kickoff slips
Deal signed
Context carried
Missing chased
Delivery lead confirms
✓ Approved
Kickoff starts with everything ready.
Today's steps
- A deal is signed and handed over by email
- Delivery re-asks questions sales already answered
- Someone chases documents on a fixed schedule
- Kickoff slips while inputs are missing
Built-for-you steps
- The signed deal starts onboarding
- Sales notes and scope carry into delivery
- Reminders chase only what's missing
- The delivery lead confirms kickoff once all is ready
Featured workflow
Readiness decides the next step.
Reminders chase only what's missing.
Client readiness board
Signed scopeReceived
Sales notesCarried over
Client project ownerConfirmed: Dana Lee
Required documentsComplete
Delivery reviewDone
KickoffBooked: Mon 10:00 AM
- Deal signed
- Context carried over
- Missing inputs chased
- Delivery review
- Kickoff booked
More we build for professional services
Inquiry-to-proposal
New inquiries qualified and turned into a first proposal draft from your templates.
AI EmployeesThought-leadership engine
Articles and LinkedIn posts drafted from your team's expertise and approved by them.
Content & GrowthTime and billing sync
Project tools and invoicing kept in step.
Integrations & DataEngagement health view
At-risk projects, overdue inputs and renewals in one place.
Business OS
Your first 40 days
- Won-deal handoff
- One engagement checklist
- Missing-input reminders
- Readiness check before kickoff
Then we can add
Inquiry-to-proposal, time and billing sync and an engagement health view.
Tools we work with
- HubSpot
- Outlook
- SharePoint
- Your project tool
What to measure
Numbers you already care about. We track them; we don't promise them.
- Days from signature to kickoff
- Questions repeated to the client
- Kickoffs that start with everything ready
Questions
No. It works with the tools you have and keeps them in step.
No. Reminders chase only what's missing, and stop once it arrives.
Only the people on the delivery team you choose.
See what we'd build for your firm.
Send us your website. We'll map this workflow to your tools, in writing, within 2 business days.
A real person on our team reviews every request.