Delivery
Coordinate client accounts, bookings, editorial work and resource-download follow-up.
Updated September 27, 2026 2 min read
A won engagement still needs people to prepare the work, communicate with the customer and keep promises visible. Delivery guides explain the records and controls your team can use after the sale.
Start the work
Use the client onboarding recipe to turn a won opportunity into an assigned checklist. The Clients guide also explains the built-in delivery handoff, its engagement record and partial-result recovery. Choose the flow that matches the work you intend to create so the team keeps one clear set of commitments.
Coordinate the ongoing operation
Bookings helps you review scheduled conversations and record their outcome. It also tracks debate productions as separate, sourced commitments from guest interest through publication. Content tracks editorial briefs and publishing stages. Resource Downloads shows who requested a file and when, so the team can inspect the related contact before following up.
What to check
Check each source record and saved result before treating a handoff as complete. Task creation starts the delivery process; the assigned work still needs to happen. An editorial status records progress, while the publishing destination confirms that a page went live. Resource Downloads lists requests and is separate from a resource publishing tool.