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Workshop

Master The Perfect Sales-To-PM Project Handoff

Join Sally Shaugnessy and Joe Crespo from Aten Group to step through their airtight process for getting a project from the sales stage to the delivery stage.

The expert duo will take a deep dive into the entire hand-off process and will cover all the necessary steps to ensure the process goes smoothly. They’ll touch on documentation review, how to prepare for the PM and Sales meeting, what type of financial communication should be in place, kickoff, launch, marketing and what happens after the project is complete.

You’ll leave this workshop feeling equipped and confident to carry out your next sales-to-PM handoff without anything slipping through the cracks.

What you’ll learn

  • How to facilitate a smooth handoff from sales to PM
  • How to build a great working relationship with your Sales/AM team
  • What questions to ask your sales team before meeting with a client
  • How to instill confidence in your new client
  • How to involve your sales team / AM team throughout a project for maximum impact

What you’ll be set for

  • Less stress
  • Fewer misunderstandings
  • Improved project delivery
  • Increased project control

Resources

Host

I am a digital project management nerd, a cultivator of highly collaborative teams, and an impulsive sharer of knowledge. For the past decade, I've been shaping and delivering human-centered digital transformation initiatives in government, healthcare, transit, and retail. I'm also the co-founder of The Digital Project Manager and host of The DPM Podcast.

This content is exclusive to DPM Members!

DPM Members get:

  • Instant access to expert-crafted templates to save you time.
  • Workshops, mentorship, and community support to grow your career.
  • Ebooks to guide you through the PM role.

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