Hand off closed-won deals cleanly

When a deal is marked won, it stops every prospecting sequence, moves the account into Customers, and has AIMEE write a handoff summary that goes to onboarding.

Use this workflowHow it works

6 stepsEach won deal

The workflow diagram

Hand off closed-won deals cleanly: workflow diagramThe 6 steps of this workflow, from its trigger to the final step.When a deal is created or moved. OutreachBWWHENTRIGGERWhen a deal is created ormovedOutreachDeal is won?Deal is won?Stop prospecting sequences. OutreachOUTHENStop prospectingsequencesOutreachAdd to Customers. Audiences and recordsBWTHENAdd to CustomersAudiences and recordsRemove from prospect lists. Audiences and recordsBWTHENRemove from prospectlistsAudiences and recordsWrite the handoff summary. AIMEEAITHENWrite the handoff summaryAIMEESend it to onboarding. IntegrationsINTHENSend it to onboardingIntegrationsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a deal is marked won, it stops every prospecting sequence, moves the account into Customers, and has AIMEE write a handoff summary that goes to onboarding.

Why it works. A clean handoff stops awkward sales emails to new customers and gives onboarding the context buyers expect them to have.

Nothing is sent to the customer. Onboarding gets an email.

How it works

It starts: When a deal is created or moved.

  1. 1

    Deal is won?

    If yes, it goes on to "Stop prospecting sequences". If no, it stops for that person.

  2. 2

    Stop prospecting sequences

    Stops the sequence so no one is contacted twice.

  3. 3

    Add to Customers

    Saves the people to an audience you can use anywhere.

  4. 4

    Remove from prospect lists

    Removes the people from the audience.

  5. 5

    Write the handoff summary

    AIMEE researches the company or person and returns what she found.

  6. 6

    Send it to onboarding

    Emails a teammate with the details.

What you need

  • Outreach in your BrandWell plan
  • AIMEE in your BrandWell plan
  • Outreach
  • An audience of your customers

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

Related workflows