Sales to services handover

Customer details

The name of the company that have purchased PS.

This should be the opportunity name as it is in SalesForce

The preferred name of the primary contact

The email address of the primary contact

The timezone that the project will be undertaken in.

Technical and project scope

How much PS was sold to the customer?

What is the primary business goal the customer is trying to achieve?

As much information as possible about what we will be load balancing.

The information that has been learned so far about the customer's environment.

Is there any specific information that may alter the methodologies that can be used.

Sales context

Were any specific features, timelines, or outcomes emphasised during the sales process?

Not technical Extremely Technical