Sales handoff / EXAMPLE-014
Illustrative work request
Prepare a customer renewal review
Illustrative next step: review the planA person decides whether the scope is appropriate.
Proposed scope
A bounded, useful outcome.
Bring together approved account context and outstanding questions. Draft a renewal review for the account owner.
- Resources
- Example renewal-review workspace
- Change boundary
- Internal draft and evidence references
- Proposed outcome
- A renewal review for an account owner
- Outside scope
- Sending messages, pricing commitments or account updates
What the reviewer would see
Questions before permission.
- Does the request have clear acceptance criteria?
- Are the affected resources and side effects understood?
- Which checks will independently verify the result?
- Is the evidence current enough to make a decision?
In the connected product, a decision will require an eligible identity, a reason, the current context and an expiry.