GetAccept Sales-to-Delivery Handoff for Agency Projects

A sales-to-delivery handoff should not depend on someone retyping a signed agreement into a project spreadsheet. Once a document is signed, the delivery team needs a client record, a project record, the supporting document, and a planning decision about when the work can realistically start.

BreezeLeave supports that handoff through GetAccept signed documents creating or updating clients and projects. The result is a cleaner bridge from commercial agreement to delivery planning, without inventing a second source of truth.

1. Turn signed documents into operating records

When a GetAccept document is signed, BreezeLeave can use it to create or update the relevant client and project. That keeps the project handoff grounded in the signed source document while reducing manual setup work for project managers.

The product workflow is described on the GetAccept project handoff page.

2. Keep the signed document attached to delivery

The signed agreement matters after the deal closes. Project managers may need to review scope, milestones, client details, or commercial context during delivery. Keeping the document linked to the client and project makes that review easier.

BreezeLeave supports client, project, and milestone documents, so handoff material can stay close to the work it governs. For the document side of the workflow, see project document management.

3. Move new work through capacity planning

A signed project is not automatically a staffed project. BreezeLeave can keep new work in unplanned intake until a manager reviews PTO-aware workload, planned slots, and existing commitments.

That gives delivery a safer operating sequence: signed document, client or project update, unplanned intake, capacity review, then placement into a planned slot. The capacity workflow continues on project capacity planning and workload capacity planning.

4. Make the handoff reviewable

A strong handoff is easy to inspect later. Client and project records, attached signed documents, milestone files, and capacity decisions should all remain visible to the team that owns delivery.

For the surrounding account structure, pair GetAccept handoff with client project management and the agency planning guide at project capacity planning for agencies.