Getting that source of truth ready takes more than copying sales notes into a project.
The process starts before the deal closes:
1. Capture before close → goals, deliverables, exclusions, dependencies, custom requests, risks
2. Validate the scope → feasibility, client inputs, technical requirements, assumptions, capacity
3. Confirm the commercial side → pricing, terms, discounts, contract conditions
From there:
4. Package the handoff → bring the approved information together
5. Review the transition → catch issues before work begins
6. Get delivery acceptance → confirm the project is actually ready to move forward