Your customer was promised something. Does your team know what?
When a deal is signed, the details often stay with the seller. We collect them and check them, so the team that starts the work knows what was promised.
We do this by hand today, with our own method and tools. It is a service, not a software product yet.
Start with an Audit of 10 recent deals, €1,500–3,000 / then a 6–8 week pilot, €3,000–6,000 / prices are a hypothesis
The goal was said on a call. The details were in an email. The date was in the contract.Illustrative example.
01 / The problem
The promise is in pieces. Nobody has the full picture.
A seller spends weeks with a customer. Then the deal is signed and passed to a new team that sets everything up. That team gets a short note. The rest is spread across calls, emails and the contract.
Each time the deal changes hands, details get lost.Illustrative.
Illustrative example / what goes missing
The customer’s real goal was said on a call. The note only lists features.
An email says the price includes moving the customer’s old data. The contract does not say.
A start date is written down. Nobody knows who agreed to it.
So the new team goes back to ask the seller and the customer. The start slips. Arguments follow about what was included.
02 / Why it matters
The cost shows up months later.
Problems from a missed promise show up later, not at the start.
A broken promise rarely hurts on day one. It hurts when the customer decides whether to stay.Illustrative timeline.
03 / What we do
Four steps, before work starts.
For every new deal, we do the same four things before the team meets the customer.
Read
We read the call notes, emails and contract you share with us.
Compare
We check if they say the same thing. We mark what is clear, what is a guess, and what is missing.
Ask
We send the seller a short question while they still remember. For example: “Is moving the old data included? The email says yes. The contract says nothing.”
One question, short, usually a yes or no. If the seller doesn’t answer, we mark it open, so your team knows to ask the customer instead of guessing.
Share
The team gets an Account Context Record: a checked record of what was promised. It arrives before the first meeting. Open questions are clearly marked.
Read. Compare. Ask. Share.Done by RIVIVE today with our own method and tools.
04 / An example
What the team gets today, next to what we confirm.
For every deal, we put your usual note next to our record. The difference is what your team would have missed.
Same deal. Very different picture.Fictional example, labelled as such. Not a customer result.
Each line in our record shows where it came from: a call, an email or the contract. If we could not confirm something, we say so.
05 / Who it helps
One checked record. Every team around the customer gains.
The record doesn’t stop at the first meeting. Every team that touches the customer can use the same record of what was promised.
Expected impact / what the pilot measures. Not proven results.
01 / Before the sale
Pre-sales
Owner: Solution consultant
What changes: Sees which promises later caused trouble, and which questions to settle before the deal.
Cleaner deals from the start.
Pilot measuresQuestions settled before signing
02 / The sale
Sales
Owner: Seller
What changes: Answers one short question while the deal is fresh, instead of many calls weeks later. Learns which promises cause problems.
Fewer interruptions after the deal is signed.
Pilot measuresQuestions answered by the seller, and how fast
03 / Getting started
Onboarding / setup
Owner: Setup lead
What changes: Starts with one checked record instead of chasing the seller and the customer.
Fewer surprise calls. A faster start.
Pilot measuresDays from signing to first meeting
04 / Day to day
Customer success
Owner: Account manager
What changes: Knows the customer’s real goal and what was promised, from day one.
Can spot a broken promise early, instead of finding out at renewal.
Pilot measuresProblems caught before the first meeting
05 / Renewal
Renewals
Owner: Renewal manager
What changes: Has a record of what was promised, with sources, to check against what was delivered.
A starting point for renewal talks, not proof of delivery.
Pilot measuresPromises recorded with their source
06 / Growing the account
Upsells / expansion
Owner: Account executive
What changes: Sees needs the customer mentioned but did not buy.
A list to follow up on, not a forecast.
Pilot measuresNeeds mentioned but not yet sold
Expected impact, not a promise. We measure what we can during the pilot and report it honestly, including where we saw no change. The pilot is how you find out which of these hold for your team.
06 / Start here
Start with a Handover Audit. 10 recent deals. One clear answer.
We look at 10 deals you signed recently. We show where important details went missing after signing, and what it cost you.
Small teams
Kit
From €750
A template, a light setup, and a check of 5 deals.
Step 1 / start here
Audit
€1,500–3,000
10 recent deals. Where details got lost, and the cost.
Step 2
Pilot
€3,000–6,000
6–8 weeks. A checked record for every new deal.
Step 3
Ongoing
From €1,500/month
Handover Ops. We keep doing it for every deal.
All prices are a hypothesis and agreed before we start.
What you send
Exports from 10 recent deals: CRM notes, call notes, key emails, the contract. Names removed. Only what you choose to share. We never get access to your systems.
Your time
About 90 minutes in total, including a 45-minute results call.
What we do
AI reads every note, call and email. We compare what was promised with what the setup team was told. The founder checks every finding.
What you get
One page per deal: what was promised, what reached the team, what was lost. The patterns that repeat. What it cost, where your records show it. The top 3 fixes, in order.
Report ready
Timing is agreed before we start. Results call the same week as the report.
The Audit at a glance
€1,500–3,000
Price is a hypothesis
Paid before work begins. Every finding shows its source. If we can’t confirm something, we say so. We don’t promise numbers.
First we look at how your deals are passed on today. Then every new deal gets an Account Context Record within 48 hours of signing. At the end, we compare.
Week 0: starting point
We look at 3–5 recent deals and agree how to measure today’s process.
Weeks 1–8: every new deal
One Account Context Record per deal, within 48 hours of signing, checked by the founder. Plus a handover call with your team.
Day 30: what keeps going wrong
A short report on the gaps that repeat, and simple changes to fix them.
End: results
We compare against the starting point. You decide whether to continue.
How we measure it, agreed upfront.
Before the pilot → during the pilot, per deal
Main measure: time to first value. How long until the customer gets the first result they bought.Measured
Calls needed to find out what was promisedMeasured
Days from signing to first meetingMeasured
Problems caught before the first meetingCounted
Questions answered by the seller, and how fastMeasured
Questions settled before signingCounted
Promises recorded with their sourceCounted
Needs mentioned but not yet soldCounted
The pilot at a glance
€3,000–6,000
Price is a hypothesis
Length
6–8 weeks
Covers
New deals in that time, number agreed before we start
Record ready
Within 48 hours of each signed deal
We need
Read access to deal notes, emails and the contract, plus one short answer from the seller per question
You get
One Account Context Record per deal, checked by the founder + a handover call + a 30-day report
After
Optional: Handover Ops, from €1,500/month (price is a hypothesis)
The final price depends on how many deals you sign and on what the Audit found. We agree it before we start. We don’t promise numbers in advance.
Done by people today. Software later.What we learn in each pilot shapes what we turn into software. You get the same result either way.
08 / Already have tools?
Your systems store data. They don’t check promises.
Tools keep numbers. They don’t know what was promised.Keep your sales and customer systems. RIVIVE works alongside them.
An AI summary repeats what is written down. If the email and the contract disagree, it may repeat both. We check it against the other sources, and ask when they disagree.
Keep Gainsight or Salesforce. In the pilot you get the record as a document. Adding it to your system is the next step.
09 / For small teams
The Deal-to-Kickoff Kit.
Your CEO closed every deal so far. Your first customer hire needs what’s in their head.
Works with what you have: notes, emails, the contract.
A simple template
Six questions: why they bought, what was agreed, who decides, who does what, where things stand, what happens next.
A light setup
A tool that drafts the record from your notes and contract when a deal is signed.
We see only the deals in the pilot. Your data is not used to train AI or shared with anyone.
Signed agreement
We sign a data agreement first. At the end, we delete or return your data.
Who does the work
The founder does the work. AI tools help read and draft. We name every tool and where your data is stored before you share anything. A person checks every record.
Security questions?
We send our tool list and data agreement before the first call.
Take the next step
Book a Handover Audit. 10 recent deals, names removed.
We show where details got lost after signing, and what it cost. We agree when the report is ready before we start.
€1,500–3,000. Price is a hypothesis and agreed before we start. About 90 minutes of your time.