The Internal Handoff You Need

22 May 2026 · 1 min

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This content was created by Feras Alhlou. This content was uploaded by Feras Alhlou. This is a YouTube video titled "The Internal Handoff You Need" (posted 2026-05-22) containing a business/presentation segment where a single presenter explains how to close the gap between sales and delivery by formalizing internal handoffs. The speaker recommends making the handoff part of every project, using a template to capture important client information (communication preferences, commitments made during sales, etc.) for delivery teams. The content appears aimed at project managers, account teams, or agency/studio staff.

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There's a gap between that sales mindset and the delivery mindset. And my solution for that gap is that you make it part of your process. You make this internal handoff from sales to delivery. You make that part of every project that you have. It's really important. And I have a template that you can leverage. You want to capture everything that's important to the client, their preferences, Maybe they're not the email type. Other people hate texting. If you've committed to have in-person meetings for this client during the sales process, you might not have put that in the contract, but you made that commitment. Those are important pieces of information that you want to include, that you want to add to this internal handoff document.