Implementation tracking after the sale

Turns each closed-won deal into an implementation plan, runs the check-ins, and asks the solutions engineer to approve any change to scope or timeline.

The operation

Live example

Click a step to see how it works.

I need every closed-won Salesforce deal turned into an implementation plan, with the checklist and customer follow-ups drafted from the sales handoff and our Notion migration docs.

Here's the plan:

Capture Handoff: Read CRM notes, kickoff context, buyer promises, and required migration milestones.
Build Migration Plan: Create checklist, owners, deadlines, and customer-facing next steps.
Run Pulse Checks: Draft check-ins, nudge owners, and collect status before each review.
Review Drift: Ask the solutions engineer to approve changes when scope or timeline shifts.
Apply Scope Update: Revise plan, owners, and timeline using the approved pulse-check decision.
Send Revised Recap: Send revised customer recap and log the approved implementation change.

Built it in 6 steps. The solutions engineer approves scope and timeline changes in Slack, and Malleable handles the rest.

Starts when

Closed-won opportunity or implementation request

Agent

Capture Handoff

Read CRM notes, kickoff context, buyer promises, and required migration milestones.

Build Migration Plan

Create checklist, owners, deadlines, and customer-facing next steps.

Run Pulse Checks

Draft check-ins, nudge owners, and collect status before each review.

Review Drift

Ask the solutions engineer to approve changes when scope or timeline shifts.

Apply Scope Update

Revise plan, owners, and timeline using the approved pulse-check decision.

Send Revised Recap

Send revised customer recap and log the approved implementation change.

Step by step

1Capture Handoff: Read CRM notes, kickoff context, buyer promises, and required migration milestones.
2Build Migration Plan: Create checklist, owners, deadlines, and customer-facing next steps.
3Run Pulse Checks: Draft check-ins, nudge owners, and collect status before each review.
4Review Drift: Ask the solutions engineer to approve changes when scope or timeline shifts.
5Apply Scope Update: Revise plan, owners, and timeline using the approved pulse-check decision.
6Send Revised Recap: Send revised customer recap and log the approved implementation change.

What the team gets

Migration plan stays current
Customer follow-ups go out with context
Solutions engineer reviews a complete pulse-check packet

Apps it uses

Salesforce
Notion
Gmail
Slack

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