Hand over a closed deal
When a deal closes, everyone who needs to know gets the full story.
Sales · When something happens · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Gmail
- Microsoft 365
- Superhuman Mail
Slack
HubSpot
Salesforce
Attio
Pipedrive
Gmail
Microsoft 365
Superhuman MailHow do you hand over a closed deal to customer success?
To hand over a closed deal to customer success, set a Loop in Maito to start when a deal closes. It reads the CRM record and the email thread, writes a handoff with goals, contacts, promises and risks, posts it in Slack for the new owner, and drafts a welcome email for review.
How it's done today
Customer success learns about the new customer from the kickoff invite.
What Maito does
- Detect the closed-won deal
- Write a handoff: goals, contacts, promises, risks
- Post to the success team
- Draft the welcome email
Example
Loop run: Deal closed won in HubSpot · Globex, $48k
Handoff: Globex, $48,000 a year, 80 seats, starts Nov 2. Dana to Jo. Goal: cut onboarding from six weeks to three (call, Oct 8). Contacts: Priya, ops lead and champion. Tom signed for finance. Promised: SSO set up by Nov 15, a shared Slack channel, weekly check-ins for six weeks. Risk: Priya is the only champion. Catch: the SSO date is only in Dana's Oct 14 email to Priya. It isn't in HubSpot or the contract, so nobody on your side would know it. Welcome email to Priya is in Dana's Gmail drafts for review.
@Maito who at Globex handles IT? I need them for SSO.
Raj is copied on Priya's Oct 14 reply and signs off as 'IT Lead'. He isn't in HubSpot yet, so I'd ask Dana to add him.
Maito (2:40 PM):
Handoff: Globex, $48,000 a year, 80 seats, starts Nov 2. Dana to Jo.
Goal: cut onboarding from six weeks to three (call, Oct 8).
Contacts: Priya, ops lead and champion. Tom signed for finance.
Promised: SSO set up by Nov 15, a shared Slack channel, weekly check-ins for six weeks.
Risk: Priya is the only champion.
Catch: the SSO date is only in Dana's Oct 14 email to Priya. It isn't in HubSpot or the contract, so nobody on your side would know it.
Welcome email to Priya is in Dana's Gmail drafts for review.
Jo (2:44 PM):
who at Globex handles IT? I need them for SSO.
Maito (2:45 PM):
Raj is copied on Priya's Oct 14 reply and signs off as 'IT Lead'. He isn't in HubSpot yet, so I'd ask Dana to add him.
How to set it up
- Ask your agent
“When a HubSpot deal moves to Closed won, write a handoff for the success team in #cs-new and draft a welcome email to the main contact. The account owner reviews the email.”
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
Not connected yet? Your agent sends you a link to sign in.
What it won't do
Maito can't see promises made on a call or in a DM it wasn't part of. Check the handoff against what the rep remembers.
Questions
A webhook from your CRM when a deal moves to closed won. You can also mention Maito on a deal and ask for a handoff.
No. The email lands in the rep's drafts in Gmail or Microsoft 365 and waits for review.
Yes, where they are in email. It flags commitments such as dates or setup work that only exist in a message and not in the contract.
