handedover

Step one, free

Nobody at your company can say whether your handovers are good or bad.

No field records it. This page gives you three numbers out of data you already hold, in about ten minutes: the days until anyone but the seller touches a won account, how long the seller keeps working it after the win, and the days until the next opportunity opens on it.

Your CSV files stay in this browser tab. No upload, no server, and no row leaves your machine.

At the end you have one answer: yes, this is worth your attention, or no, it is not.

Step one

Export two files

From Salesforce or HubSpot, following the guide below. Won deals of the last twelve months, and the activities on those accounts.

Step two

Drop them here

They are read in this tab and nowhere else. If you cannot export, answer five questions from memory instead.

Step three

Read your baseline

Your fastest handovers against your slowest, per measure, one named account with its close date, and a straight yes or no on whether there is a case here.

What you walk away with

Three numbers, and what you do with them.

There is no benchmark for this, and one we invented would not be believed. So the comparison is your own record, your fastest handovers against your slowest. If your fastest take three days and your slowest forty-one, in the same company, product, market and year, the difference was made by how the handover was run, and that can be changed. If the spread is narrow, you have no case, and this page says so.

What you do with it

You get a named worst case: one account, one close date, and the number of days it waited. That is something you can take to whoever received the account. You also get a count of the deals that started on your worst handovers, which you multiply with your own contract value, so the case is in your currency and nobody else's. And you get a decision you could not make before: fix this now, or leave it.

What it does not give

No figure in euros, no comparison against other companies, and no fix. This is a diagnosis. That is why it is free.

An example of the form, not a customer, and every number in it is invented. Yours replaces it in step three, computed from your own files in this tab.

handedover
Handover baseline
Example. Not a customer. Illustrative throughout.
The rule is ours: a measure is wide when your slowest fourth takes at least twice as long as your fastest fourth

There is a case here.

10 of 40 won accounts waited 39 days before anybody but the seller acted. Your fastest moved in 8. Same year, same product, same market, so the difference is the handover.

What it costs you
Gross retention (GRR)10 customers waited 39 days after signing before anybody but the seller acted. That is an expectation set in the room and not met.
Net retention (NRR)187 days to the next opportunity whether the handover was fast or slow. Expansion inside your won accounts is not starting late.
Cost of sales9 seller activities in the ninety days after the slowest wins, against 2 after the fastest. Questions that came back to the seller.
Longest wait: Example account 36, closed 2026-01-01, 60 days, and 9 more. The names never leave your browser.
Show all of them
Example account 362026-01-0160 days
Example account 212025-12-1058 days
Example account 092026-08-2657 days
Example account 112025-10-1257 days
Example account 062026-06-2247 days
Example account 132026-06-0145 days
Example account 402025-10-1445 days
Example account 082026-04-2243 days
Example account 022025-10-1741 days
Example account 162026-03-1239 days
Your own arithmetic
Optional, and the figure is yours: your average first-year contract value. We hold no number for your business.
10 accounts at 60000 is 600000 of first-year value beginning on your slowest handovers. Not a loss, and we do not call it one.
At your paceA projection, not a measurement: at last year's pace you close about 10 deals next quarter, and roughly 3 would wait 39 days.
MondaySomething to forward as it stands: last year 10 of our 40 won accounts waited 39 days or more before anybody but the seller did anything, Example account 36 for 60, and I would like to know what those customers had been led to expect.
What handedover changesThe first handover is where what the customer was led to expect reaches whoever received the account, while the seller is still in the room.
Show the working behind this

Days until the receiving side first acts wide

From the close date to the first activity on that account by somebody other than the seller. Sits right next to the handover, so the attribution is strong.
top quartile
9
days
typical
29
days
bottom quartile
37
days
Your bottom quartile is 4.2 times your top quartile, across 40 deals with data.

How much the seller is still working the account after close wide

Activity logged by the selling owner on the account after the win. Every one of them is a question that came back to a person already on the next deal.
top quartile
2
activities in 90 days
typical
6
activities in 90 days
bottom quartile
9
activities in 90 days
Your bottom quartile is 4.5 times your top quartile, across 40 deals with data.

Days until the next opportunity on the same account narrow

From the close date to the next new opportunity created on that account. Expansion needs knowledge of the adjacent departments, which is exactly what does not travel.
top quartile
187
days
typical
247
days
bottom quartile
326
days
Your bottom quartile is 1.7 times your top quartile, across 11 deals with data.
Trend on the first measure, earlier half of the year against later: typical 31 days, then 23.

What the gap between your top and bottom quartile is worth is your arithmetic, on your own contract values.

handedover. An example of the form. Every figure above is invented.
Step one

Export two files from your CRM.

Read only, standard objects, nothing installed. You need the export permission your admin gives to reporting users; a VP Sales or a Sales Operations lead usually has it. If you do not, the fallback in step two works without any file.

File one: won opportunities, last twelve months

  1. Reports, New Report, report type Opportunities.
  2. Filter: Close Date in the last 12 months. Filter: Won equals True, or Stage equals Closed Won.
  3. Columns, at least: Opportunity Name, Account Name, Close Date, Opportunity Owner, Amount, Created Date, Stage. Add Account ID if your admin exposes it.
  4. Run, then Export. Choose Details Only, format CSV, any encoding. Details Only has no row limit; Formatted Report stops at 2,000.

File two: activities on those accounts

  1. Reports, New Report, report type Activities with Accounts. If your org does not show it, use Tasks and Events; it is the same data and only slower.
  2. Filter: Date in the last 12 months. Show all activities, completed and open.
  3. Columns, at least: Date, Assigned, Subject, Account Name. Add Related To if present.
  4. Export, Details Only, CSV.

If Export is greyed out, the Export Reports permission is missing on your profile. It cannot be switched on for the standard user profile; an administrator has to add it. Ask, or use the fallback below.

File one: won deals, last twelve months

  1. Sales, Deals. Filter: Deal stage is Closed Won, Close date in the last 12 months.
  2. Edit columns so the table shows: Deal Name, Close Date, Deal Owner, Amount, Create Date, Associated Company.
  3. Table actions, Export view, CSV. Keep associated company names included.

File two: activity on those accounts

  1. On every plan: Sales, Calls, filter the last 12 months, Export view, CSV. Calls carry the call owner, the date and the associated company.
  2. On Professional or Enterprise, better: Reports, create a custom report on Activities with company name, activity date, activity owner and type, for the last 12 months, then export it.

Emails, meetings, notes and tasks cannot be exported from the table view in HubSpot. On Free, only the last thirty days of activity are visible. With calls alone the baseline still computes the deal-side measures and approximates the activity ones, and it tells you which is which.

Step two

Drop the two files here.

Where your data goes
The two files are read inside this tab, by your own browser. No request carries a file or a row.
The three numbers are computed here, on your machine, and they stay on your screen.
What does leave, and when: the four registration details you typed, at the moment you clicked Continue, and then nothing further unless you click send under your result, which carries the aggregate numbers and the verdict. Never a file, never a row, never an account name.
Nothing is written to a server or into browser storage, apart from those four details, which are held for this tab only and go when you close it.
Verify it yourself: open the network panel of your browser, then drop the files. You will see the typeface, the parsing library and nothing else. Your data is not in any of it.

We matched these columns. Correct any that are wrong, then compute.

Or, without a file

Five questions from memory.

Three numbers each: your fastest case, your typical case, your slowest. That gives the same spread the file would, only from your recollection rather than from the record.

How many deals do you win in a year that then move to a team that did not sell them?
After a signature, how many days until somebody other than the seller does the first thing on that account?
In the ninety days after a win, how many times does the receiving side come back to the seller with a question?
How many days from a win until the next new opportunity opens on that same account?
Of the accounts you won last year, roughly what share was still there twelve months later? Leave empty if you do not know.
Step three

Your baseline.

handedover
Handover baseline

What the gap between your top and bottom quartile is worth is your arithmetic, on your own contract values.

handedover. Computed in your browser from your own export. The verdict rule is stated above; nothing here is a benchmark against anybody else.
Open this in my own email client

The PDF is produced by your browser from this page. Nothing is sent, unless you use the form below or the email link, and both carry only the aggregate numbers above, never a file and never an account name.

Want a second reading of this result?

Matthias Drebes reads it, and we reply within two working days with a straight answer on whether it is worth your time. One click; the details you gave at the start are used.

Step two, if the baseline says so: the first handover, one or two real won accounts that have just crossed, two sessions, two documents, run with the founder inside five working days. Start here.