Qualify the engagement
Capture the client entity, service line, objectives and delivery constraints.
- Receives
- Client enquiry and opportunity
- Produces
- Scoped commercial record
Professional services
Carry commercial context from business development into project initiation and ongoing client engagement.
Let’s connect
A reliable handoff from opportunity to delivery
Preserve the agreed scope and commercial context when a won engagement becomes a project.
Prepare the handoff
Confirm the agreed scope, sponsor, key dates and responsible delivery lead before creating project work.
- Receives
- Accepted proposal and handoff checklist
- Produces
- Approved delivery package
Connect delivery context
Create linked project records and return permitted milestone or account health signals to the CRM.
- Receives
- Approved package and project template
- Produces
- Client to project relationship
Step 1 of 3
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Commercial team | Connects the opportunity, agreement and project. | |
| Engagement owner | Identifies the agreed deliverables at handoff. | |
| Delivery platform | Remains stable across milestone changes. |
Resolve the important decisions.
One client, several engagements
Account health and project status answer different questions. Keep the project grain before aggregating to the client.
Creation trigger
A won stage may be insufficient for project release if scope or agreement requirements remain incomplete.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
Professional services teams need a reliable handoff from a relationship and proposal into the work that follows. UniLink helps structure the CRM and project workflow so delivery teams receive the agreed scope, stakeholders and responsibilities.
The engagement can connect account development, opportunity management, project initiation and relationship reviews. Reporting can bring these stages together without confusing booked business, project status and recognized revenue.
What we help you build.
Relationship and opportunity models
Organize contacts, accounts, service interests and opportunities around the client relationship.
Sales to delivery handoff
Define the information and approvals required before a new engagement becomes a delivery project.
Project integration
Connect approved CRM changes to project creation, ownership and key status updates.
Account development reporting
Review pipeline, relationship activity and delivery context using clearly separated measures.
How the work comes together.
Develop the opportunity
Capture the client need, stakeholders and proposed scope in a structured record.
Confirm the handoff
Validate required information and approvals before initiating delivery work.
Maintain account context
Share relevant project status and relationship information with the accountable team.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Can a won opportunity create a project automatically?
Yes, after required scope and ownership checks are defined. The workflow should avoid creating incomplete projects from a stage change alone.
Can project status be visible in the CRM?
Selected status information can be synchronized where the interfaces and permissions support it, while the project system remains responsible for delivery detail.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.