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Partner-fit and handoff brief

Where does the line stand today?

Six decisions place the boundary between your firm and a delivery lane. Walk them privately here - the check stays in this browser, produces a preparation list, and marks which decisions are ready to bring across into a fit conversation.

Safe to use: check what is already clear. Do not enter passwords, tenant data, client names, or other secrets.

  1. The buyer and user are recognizable

    We can describe the organizations, decision-makers, and users this managed offer is intended to serve.

    If not yet: Write a one-sentence ideal-client description and name who buys versus who receives support.

  2. The client-facing offer has a boundary

    We can explain what our firm sells without relying on “everything IT” or an unqualified coverage promise.

    If not yet: List the recurring outcomes you want to sell and the requests that should remain out of scope.

  3. Commercial ownership is assigned

    We know who owns the client contract, retail price, account strategy, approvals, and difficult conversations.

    If not yet: Name one accountable owner for pricing, account decisions, and client-impacting exceptions.

  4. The delivery gap is recurring

    We can identify the support, Microsoft 365, endpoint, or baseline work that repeatedly constrains our team.

    If not yet: Bring three representative request types-not client records-to the fit conversation.

  5. The environment can be qualified

    We can summarize the common tools, device patterns, tenant assumptions, access model, and known exceptions.

    If not yet: Prepare a high-level environment summary. Leave tenant exports, credentials, and sensitive records out.

  6. The handoff can be explained

    We know what can proceed routinely, what returns for approval, and how the client should experience escalation.

    If not yet: Draft one routine-request path and one exception path from intake to owner decision.

Your useful next step

Bring the open decisions across the line.

If all six decisions are clear, the next conversation can test service fit and operating assumptions. If one or more are unclear, use the matching “If not yet” line as your preparation checklist.

  1. Summarize the audience and current offer.
  2. Bring three representative request types.
  3. Name the commercial and exception owners.
  4. Prepare a non-sensitive environment outline.
Discuss the launch brief

The fit conversation identifies the next scope decision. Environment approval, service commitments, and client-facing delivery follow later agreement.