Orchestrating the Perfect Sales to PM Handoff
|Turn Won Jobs into Smooth Starts—and Set Your Projects Up for Success
Your bid is awarded—but the real work is just beginning. A clunky sales-to-PM handoff can cause confusion, delays, and costly mistakes before a project even hits the floor.
Join INNERGY’s Jillian Klinar for a deep dive into how top-performing teams create a seamless, repeatable handoff process that keeps everyone aligned and sets the tone for a successful project.
In this session, you’ll learn:
- What information must flow from Sales to PM—and what to leave behind
- How to better anticipate potential change orders, prevent missed details and rework
- Tools and strategies to build trust between departments
Jillian will share real-world examples and a proven framework you can adapt to your own process.
If you want fewer surprises, tighter execution, and stronger collaboration between Sales and Project Management, this is your playbook.
