# 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%.

- Blaze Score: 59/100
- Proof: One public report
- Difficulty: Intermediate
- Tools: Zapier
- Setup time: 3 hr
- Monthly cost: $50/mo
- Saves: about 24 hours a month
- Source: https://zapier.com/blog/zappy-award-monthly-winners-june-2026/
- URL: https://www.blazefish.com/use-case/cut-sales-to-onboarding-handoff-prep-from-25-hours-a-month-to-under-one/

### Steps

1. List the stages a client passes through (prospect, new client, in transition) and what the next owner needs to know at each.
2. Set up an email-triage agent that labels inbound mail by stage.
3. Log every client question and answer to a Zapier Table so history builds up automatically.
4. Create a handoff agent that pulls that history and writes a short scorecard in plain language, expanding any sales shorthand.
5. Have the receiving account owner rate each scorecard and adjust the instructions.

### 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]
```