Hand off every deal with full context
Avoma turns sales conversations into a handoff brief and keeps watch on onboarding commitments. Customers start with a plan that matches what they bought.
Trusted by high-performing sales teams at
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Why onboarding starts on the back foot
Context gets lost at handoff
CS starts from scratch because the goals and promises from the sale are buried in calls.
Success criteria never get confirmed
Onboarding starts without agreement on what a good outcome looks like.
Commitments slip in the first weeks
Setup steps and promised actions stall, and early risk goes unnoticed.
What this looks like with Avoma
Every new customer starts with a handoff brief and confirmed success criteria. Commitments get tracked, and CS sees risk while there's time to act.
What Avoma can handle for you
Explore 5 ways Avoma helps you onboard customers from a strong handoff.
The results speak for themselves, so do our customers.
“It’s ten vs one in terms of, ‘Hey, we prefer Avoma.’”
“I can tell you that our top sales people couldn’t live without Avoma.”
“We thought we had a decent solution until we got Avoma. That was pretty much the game changer for us.”
Customer onboarding and handoff, answered
Still have a question about your handoff process?
Talk to our teamAsk Avoma to summarize goals, success criteria, commitments, stakeholders and open risks from the sales conversations. An Avoma agent can also build the brief when a deal moves to Closed Won.
Yes, Ask Avoma summarizes the goals, use cases and success criteria discussed during sales and onboarding. It flags anything missing or unclear.
An Avoma agent pulls agreed actions from onboarding conversations and checks task and account records. It flags overdue or unassigned items with suggested reminders.
An Avoma agent reviews customer conversations and account activity for missed milestones, open blockers and disengagement. It sums up the evidence and suggests what to do.
An Avoma agent checks onboarding progress against what the customer agreed to. It flags open setup steps and drafts reminders tied to the customer's goals.
What’s stopping you from turning every conversation into actionable work?
