Play · When a deal closes

Closed-Won Handoff

Creates the onboarding project and drafts the customer kickoff email.

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What this play does

When a deal closes, Xoria assembles everything the delivery side needs: the deal context, the meeting history, an onboarding project with phased tasks, and the kickoff email drafted for your approval. The handoff happens while the momentum is still there — and nothing is sent without you.

What a run leaves behind

  • An onboarding project for the account
  • Phased onboarding tasks with owners and due dates
  • A handoff note on the account in Xoria's memory
  • The customer kickoff email, as a draft in your Gmail
  1. 1Pull the deal context and related meeting transcripts
  2. 2Recall the account's history from Xoria's memory
  3. 3Create the onboarding project for the accountWaits for your approval
  4. 4Create phased onboarding tasks with owners and due dates
  5. 5Draft the customer kickoff email (never sent automatically)

Approval

It pauses, shows you exactly what it will do

Gated steps pause until the play's approver approves them. Nothing has been sent at that point, and the run keeps going even if you close the tab.

Specs

How it works

Starts from
Run now, on the deal you pick.
Reads
The deal and its contacts in HubSpot, the related meetings, and the account's history in Xoria's memory.
Waits for you
Creating the onboarding project, and the kickoff email draft.
Writes
Phased onboarding tasks with owners and due dates, and a handoff note on the account.
Never does
Send the kickoff email. It is drafted, and sending it stays with you.
Ends with
A report of what got done, what didn't, and why.

Works with

Also ready to turn on: Meeting Follow-up. Or write your own.

“Plays sell outcomes, not workflows. A play is a concrete revenue outcome: when this happens, do that, with these tools and these owners.”

XoriaHow we think about plays

Close the follow-through gap.

Xoria is in private beta. Join the waitlist — and if you want to shape the first plays with us, say so when we email you: we're onboarding a small group of design partners now.

Or book a demo