Solution
Handoffs that don't lose the client
Every customer handoff is a chance to either deepen the relationship or lose it. Orbit's handoff workflows make sure context transfers, not just records.
Who it's for
- MSPs handing off from sales to delivery
- Service teams transferring accounts between AMs
- Help desks handing off between tiers and shifts
Pain points we solve
- Customer experience of being 're-introduced' to the company
- Lost context between sales and delivery
- Tier handoffs that start from scratch
How Orbit fits
Orbit treats handoffs as workflows: explicit, checklisted, and owned. The receiving party has the context, the customer has continuity, and the team has the audit trail.
Capabilities
What Orbit delivers
Templated handoff checklists
Each handoff type has its own checklist — sales-to-delivery, tier-to-tier, AM-to-AM.
Context bundles
Bundle relevant records (tickets, contracts, notes) into the handoff package.
Receiving-party acknowledgment
Handoff isn't complete until the receiving party acknowledges.
Common use cases
When teams reach for this
- Sales-to-delivery handoff after closed-won
- Account-manager transitions
- Tier-1 to Tier-2 handoff on complex tickets
Get started
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