A customer talks to your sales team, explains what they need, receives a proposal, and eventually becomes a client.

Everything seems straightforward.

Then the customer gets handed over to operations.

Suddenly, someone is asking for information that was already provided. The project team doesn't know what was promised during the sales conversation. Important requirements are missing, and someone has to go back through emails and messages to reconstruct the original discussion.

The customer hasn't changed their requirements.

The information just didn't make it to the next person.

This is one of the more frustrating problems in growing businesses, and it often has very little to do with employees doing a bad job.

It's a systems problem.

The handoff is where information starts breaking

Most businesses use different tools for different parts of their operations.

Sales might use a CRM. Project managers might use a project management platform.…