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Cut sales-to-onboarding handoff prep from 25 hours a month to under one
Amber Sharp, Director of Sales at Tivly, built Zapier agents that sort inbound email by client stage, answer new-client questions from company knowledge, and compile a plain-language handoff scorecard for the next account owner. Transition prep fell from about 25 hours a month to under one while onboarding volume rose more than 165%.
- Difficulty
- Intermediate
- Estimated setup time
- 3 hr
- Indicative monthly cost
- $50/mo
- Reported or estimated benefit
- about 24 hours a month
How to do it
- List the stages a client passes through (prospect, new client, in transition) and what the next owner needs to know at each.
- Set up an email-triage agent that labels inbound mail by stage.
- Log every client question and answer to a Zapier Table so history builds up automatically.
- Create a handoff agent that pulls that history and writes a short scorecard in plain language, expanding any sales shorthand.
- Have the receiving account owner rate each scorecard and adjust the instructions.
The prompt
You are preparing a client handoff from sales to account management. From the notes and email history below, write a one-page scorecard with: client goals, what was promised, open questions, risks, and recommended first three actions. Rewrite any sales shorthand or abbreviations in plain English. Notes: [paste]
Where this comes from
One person reported it. Promising, not yet confirmed. Original report: Zapier blog, Zappy Award winners (vendor).
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