The join
Sales-to-product handoff examination
Rebuilding the join between the CRM opportunity that closed and the tenant the onboarding application created — including duplicates, orphans, and deals that never arrived.
The handoff is where onboarding applications quietly invent customers. A deal is marked closed. Someone types the company name again. A second tenant appears. Or the deal sits in a queue and the customer is told to “just sign up”, which creates a self-serve tenant that billing never sees.
We do not audit the CRM as a sales tool. We test the join: keys, timestamps, and the fields the onboarding application claims to inherit. Where the join is a person copying from one screen to another, we say so, and we sample that person’s work.
Orphan tenants — live accounts with no deal — are listed. Duplicate tenants are listed. Both are operational facts that affect access, invoicing, and any later PDPA request.
Who it is for
RevOps and operations leads whose onboarding queue is fed from a CRM, a spreadsheet, or a shared inbox.
Typical fee note
From RM 13,000 when both systems can produce a dated extract. Manual handoffs are scoped as extra weeks. Fees are quoted in writing after scoping. This page is not a checkout.
Scope we usually test
- Closed-won records against tenant-create events
- Duplicate tenants for one commercial entity
- Tenants with no originating deal
- Fields that should travel (plan, seats, start date, billing entity) and whether they arrived intact
- Manual re-keying and the people allowed to create a tenant with no deal
What you receive
- Handoff key map
- Orphan and duplicate tenant lists for the period
- Sample of field-level differences (plan, seats, dates)
- Control narrative for the queue