Outcome. Every Closed Won deal gets flagged and routed to Customer Success automatically, so a new customer never waits on someone remembering to forward the deal.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-023
flowchart TD
A[Deal moves to Closed Won] --> B[Set CS Handoff Sent = true]
B --> C[Create onboarding task for CS]
C --> D[Notify CS Owner or team]
When to use it, when not to
- UseUse it as the trigger point between sales closing a deal and CS picking up onboarding. Pair with the customer-onboarding category for what happens after the handoff.
- UseUse it when the handoff today depends on a rep remembering to message CS or forward an email.
- SkipDo not use it if onboarding already starts from a different signal, for example a signed contract event from a separate e-signature tool. Pick one trigger as the source of truth to avoid two onboarding motions starting at once.
- SkipDo not treat the flag as proof CS actually started onboarding. It only proves the handoff was sent, pair with a customer-onboarding fiche that tracks kickoff completion.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the deal hygiene pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
