Customer Onboarding & Sales Handoff Workflow
Three-lane onboarding workflow where the sales team hands the closed deal to the onboarding specialist, who runs the kickoff and setup tasks with the customer.
Handoff Readiness Checklist Workflow
Handoff workflow with a completeness gate: the handoff checklist must be fully met before the receiving team approves and work moves forward.
Full FlowZap Code
Copy and paste the following FlowZap code into a project in your FlowZap account to see this template diagram.
PreparationPhase { # PreparationPhase
n1: circle label:"Work Ready for Handoff"
n2: rectangle label:"Complete Handoff Checklist"
n3: diamond label:"All Requirements Met?"
n4: rectangle label:"Revise Work Package"
n5: circle label:"Handoff Approved"
n3.handle(right) -> n5.handle(left) [label="Yes"]
n3.handle(bottom) -> n4.handle(top) [label="No"]
n2.handle(right) -> n3.handle(left)
n4.handle(left) -> n2.handle(bottom)
n1.handle(right) -> n2.handle(left)
n5.handle(right) -> ReceivingPhase.n6.handle(left)
}
ReceivingPhase { # ReceivingPhase
n6: circle label:"Work Received"
n7: rectangle label:"Review Work Against Checklist"
n8: diamond label:"Work Accepted?"
n9: circle label:"Handoff Complete"
n10: rectangle label:"Request Clarification"
n8.handle(right) -> n9.handle(left) [label="Yes"]
n6.handle(right) -> n7.handle(left)
n7.handle(right) -> n8.handle(left)
n10.handle(top) -> n4.handle(bottom)
n8.handle(top) -> n10.handle(bottom) [label="No"]
}
Install the MCP packagenpm install -g flowzap-mcpMCP documentation
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