Handoff with sources, not folklore.
Sales knows what was promised. Delivery often inherits what someone remembered. Transition briefings turn pre-sale meetings and the SOW into an AI handoff where every claim is sourced — and coverage shows what’s missing before delivery invents the story.
No per user fees, ever.
Sales knows what was promised. Delivery inherits what someone remembered. Transition briefings close that gap with sources — not hallway lore.
How this actually gets used
Delivery inherits scope from a hallway call, not a record
The Old Way
When a deal closes, delivery finds out what was promised on a 30-minute handoff call, or a Slack message summarizing “basically what we talked about with the client.” If sales offered something in a call three months ago that never made it into the SOW, delivery won’t hear about it until the client brings it up mid-engagement.
Nobody notices what was never actually discussed
The Old Way
Delivery assumes the SOW covers everything relevant, then discovers three weeks in that nobody ever discussed how the client wants approvals handled, or who the day-to-day point of contact even is — it just never came up, and nobody flagged that it hadn’t.
Sales → delivery handoff briefings
Generate a transition briefing when work moves from won deal to delivery. The point isn’t a prettier memo — it’s a shared, reviewable account of what was sold.
Every claim sourced
Assertions trace back to meeting content or SOW language. If delivery can’t verify a promise, it shouldn’t silently become scope folklore.
Coverage of what’s missing
Briefings show gaps — topics the SOW or meetings didn’t cover. Know what’s underspecified before kickoff, not three weeks into delivery.
AI-assisted · sourced claims
Briefings are AI-proposed from pre-sale meetings and SOW context. Every claim carries a source; coverage highlights gaps. Humans review before delivery treats it as truth.
Detail screenshot
Upload via Hub admin (key: feature-playbooks-transition-detail)
Bridge replaces
One product, one bill, one source of truth — instead of stitching 4 subscriptions together.
How Bridge compares to Manual handoff docs
Manual handoff docs's approach
Most firms paste notes into a kickoff agenda or a Notion page. Quality depends on who remembered to write it — and claims rarely carry sources back to the meeting or SOW.
Staff time rewriting promises from memory
Choose Manual handoff docs if: handoffs are rare and a short meeting is enough.
Uplift Bridge's approach
Playbooks transition briefings are sourced and coverage-aware. They sit beside kickoff materialization and Engagements — so the handoff isn’t a separate tool with a separate truth.
Included in Bridge Playbooks add-on (\$29/\$69) — requires Planner
Choose Bridge if: you need sourced briefings and gap coverage before delivery starts guessing.
Frequently asked questions
More in Playbooks
See also
Kickoff
After the handoff is clear, materialize the published method onto the engagement.
Learn moreRAID
Assumptions and risks that emerge from handoff feed derived RAID as work proceeds.
Learn moreProposals
Pre-sale lives in Bridge agreements and proposals — transition picks up where sales left off.
Learn moreNo per user fees.
No forced contracts.
No sales call.
Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.
