Beta

Deal Handoff Friction Monitor

Reads your late-stage deal history, verbal agreement through contract, procurement, legal review, and onboarding, and flags deals stalled past a turnaround threshold, deals missing confirmed signing authority, sales promises that never made it into the onboarding brief, and deals sitting without a buyer-facing update.

Any CRM

The problem

A deal moving from 'verbal yes' to a working customer runs through pricing revisions, procurement, legal review, and an onboarding handoff, and buyer confidence quietly erodes at every step a pipeline dashboard doesn't measure.

How it works

  1. 01Reads late-stage deal history from verbal agreement through contract, procurement, legal review, and onboarding kickoff
  2. 02Flags deals stalled past a turnaround threshold in contract, procurement, or legal review
  3. 03Flags deals that reached procurement or legal review with no confirmed signing authority on record
  4. 04Compares promises made during sales against the onboarding brief and flags what never made it across, and separately flags deals sitting without a logged buyer-facing update

Verified on real test data

10 synthetic late-stage deals covering all four friction types plus clean baselines: an early-stage deal, a fast mover, and a closed deal with old dates used to check the tool correctly excludes closed deals from live checks.

1/1

Stalled deals caught

1/1

Missing signing authority caught

1/1

Broken promises caught

1/1

Stale buyer updates caught

Zero false positives across four distinct flag types, two clean late-stage baselines, and two exclusion edge cases in the same test set.

See the full test run →

Questions about Deal Handoff Friction Monitor

How is this different from Handoff Mapper?

Handoff Mapper is a field-completeness gate at the moment of close, checking whether the exact CRM fields CS needs are present. This checks whether the deal process itself, turnaround time, signing authority, promise consistency, and buyer communication, stayed healthy on the way there.

How is this different from Pipeline Velocity Monitor?

Pipeline Velocity Monitor covers the earlier open-pipeline stretch and backward stage moves before close. This covers the later, narrower stretch from verbal agreement through the onboarding handoff.

Runs against your CRM using your own credentials, through your own AI instance. We don't copy, store, or retain your data.