Sales → Professional Services Handover Form

Complete this form when a deal closes to hand the project over to the Professional Services team. It replaces the verbal handover and gives PS everything they need to plan delivery and run the client kickoff.

Please fill it in as soon as the opportunity is marked Closed in Autotask — PS can't begin scheduling until this is received. Be specific: the clearer the scope, assumptions, and deadlines, the fewer follow-up questions later.

Not sure of an answer? Put your best understanding and flag it rather than leaving it blank. If the project is large or complex, request a face-to-face handover at the end so we can talk the detail through.

💡 You can use Copilot to help draft your answers — just review them for accuracy before submitting.