TRIVOX
Proposal to PM Handoff
TRIVOX Agency
← All demos
Revenue ops · Won to kickoff

Deal closes. Contract, invoice and project, all spun up.

The moment a deal is marked won, the AI generates the contract, sends it for e-sign, raises the deposit invoice and creates the project with every task. Press run.

Handoff time
2 days
Steps automated
0%
Tasks created
0
Slippage
0

Handoff pipeline

Northwind · $24,000
1
Deal marked won
CRM stage flips, owner notified
2
Contract e-signed
Generated from template, sent for e-sign
3
Deposit invoiced
50% deposit raised, $12,000 due
4
Project + tasks created
Workspace spun up, team assigned

Project tasks

auto-created
✓Kickoff call scheduledPM
✓Brand assets requestedDesign
✓Staging environment provisionedEng
✓Milestone plan draftedPM
✓Shared drive folder createdOps
✓Welcome email queuedAccount
From won to kickoff-ready, untouched by hand.
The impact

Won deals reach kickoff the same day, not the same week.

Contract, deposit invoice and project setup fire the moment a deal is marked won, so nothing slips through the gap between sales and delivery.

Typical projection Agencies and pro services · industry benchmark
Time from won to kickoff-ready
2 days→5 min
▲ Same-day handoff
Handoff steps automated
0%→100%
▲ Hands-free spin-up
Deals slipping at handoff
1 in 6→near zero
▲ No dropped kickoffs

Handoffs completed without manual setup

▲ +560%Last 90 days
Before With TRIVOX

Projection, not a guaranteed result. Typical estimated range for businesses in this sector based on typical volume. Individual results vary. Shown as system capability, not a specific client case.