# Won deal handoff

When a large deal is won, waits an hour for the dust to settle, then opens the onboarding task for the team. A recipe: an event trigger, a condition, a wait and a task.

Category: Customer success. For: Customer success, Sales.

## What it's for

Every large win gets an onboarding kickoff, on time.

Suited to:

- Teams handing won deals to customer success

## What you get

- An onboarding task on the deal

## When it runs

- When a deal is won

## What it uses

- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Deal
- Smallest amount to hand off (optional)

## Its steps

1. Read deal
2. Large enough
3. Settle
4. Kick off onboarding

## Approvals

Creates a task inside the CRM; nothing leaves the platform.

## Checked before release

The template's eval suite must pass these:

- Hands off a large won deal after the wait
- Skips a small won deal

## Questions

**Where's the threshold?**

$10,000 in the condition step; edit the draft to change it.

Use this template: https://app.closefinch.com/app/agents/templates/won-deal-handoff (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).