SOP — Post-sales handoff

Purpose: coordinate work after approval or contract start without implying automation of underlying records.

Field	Standard
Trigger	Customer approved or contract work begins.
Responsible role	Post-sales coordinator/assigned staff.
Required information	Customer, application, contract, lead/reservation context, assignee, outstanding documents.
Steps in platform	Start checklist; set agreement/document/payment-setup/collections-handoff states; create tasks; update timeline and blockers.
Expected status changes	Checklist not started/in progress/blocked/completed/cancelled; task states updated.
Required documents	Agreements, signed documents, payment setup evidence as required.
Financial checks	Payment setup readiness does not create/verify payment.
Follow-up deadline	Task due dates and handoff target per policy.
Escalation conditions	Blocked agreement/documents, missing payment setup, unclear collections ownership.
Completion criteria	Required readiness states verified and tasks resolved or owned.
Audit/accountability evidence	Checklist/task/activity history and Audit Trail.
Common mistakes	Marking complete before documents or handoff are verified.

Media: Diagram, screenshot, checklist.