Closing Checklist
A checklist to close cleanly — confirm the win, record it, and trigger onboarding.
#Business goal
Close deals cleanly and start delivery without dropping the ball.
#When to use this
When a client is ready to say yes.
#At a glance
| Detail | Value |
|---|---|
| People involved | Sales owner, SDR |
| Departments used | Sales |
| Modules used | CRM |
| AI used | Sales Agent drafts outreach and proposals; you review and send |
| Recommended timeline | Per deal |
| Prerequisites | CRM access; Leads in the pipeline |
#Step-by-step process
1
Confirm the agreement
Ensure scope, price, and terms are agreed.
2
Mark the opportunity won
Winning stops active sequences and notifies Operations.
3
Activate the client
The won deal activates the client record.
4
Kick off onboarding
Start client onboarding and, separately, create the project.
#Decision points
Decisions to make along the way
- Is everything agreed in writing?
- Who owns delivery?
#Approval points
Human approval required
- Confirm the client's agreement before marking the opportunity won.
#Success metrics
- Clean handoffs to delivery
- Time from won to project kickoff
#Best practices
- Mark the win promptly so Operations is notified.
- Remember that project creation is a separate, manual step.
#Common mistakes
- Marking won before terms are agreed.
- Assuming a won deal auto-creates a project.
#Realistic example
In practice
The client says yes. The owner marks the opportunity won — Operations is notified and the client is activated — then creates the delivery project and starts onboarding.
#Related documentation
Client Onboarding
What comes next.
Convert a Customer
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?