Week 1
Connect and identify what matters
Your PSA is connected, we review the first scan together, and identify the accounts that matter most.
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30-day onboarding programme
Most software gives you a login. Handover gives you a launch.
The first month is not a handoff to a dashboard. It is a focused launch that turns your PSA data into a working rhythm for the team.
The outcome
A documented record of what Handover surfaced and what the team did about it.
What the first 30 days looks like
Week 2
Confirm the baseline
We confirm the baselines and dismiss false positives so Handover learns what normal looks like for your book.
Week 3
Start the conversations
Your first client conversations are driven by findings rather than guesswork.
Week 4
Review what changed
We review what was flagged, what was actioned, and what changed across the month.
Want to see how the launch would work for your team?