# Revenue handoff inventory

Ops Automators | Updated September 7, 2026

Fill a row for each boundary between teams. Confirm ownership with the receiving team. Use the lifecycle table in this guide as the starting map.

Guide: https://www.opsautomators.com/guides/revops-automation

## Worked example

| Handoff | Trigger | Source system | Authoritative fields | Destination system | Receiving owner | Prerequisite | Failure / exception route | Reconciliation check | Measure | Priority |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| Won deal to delivery | Approved deal | CRM | Account ID; approved scope | Project tool | Delivery lead | Required fields complete | Missing data review | Eligible deals = projects + unresolved exceptions | Acceptance delay |  |

## Blank brief

### Handoff

[Complete this field.]

### Trigger

[Complete this field.]

### Source system

[Complete this field.]

### Authoritative fields

[Complete this field.]

### Destination system

[Complete this field.]

### Receiving owner

[Complete this field.]

### Prerequisite

[Complete this field.]

### Failure / exception route

[Complete this field.]

### Reconciliation check

[Complete this field.]

### Measure

[Complete this field.]

### Priority

[Complete this field.]


## Acceptance

- Owner:
- Date:
- Evidence:
- Open decisions: