Sumit Sazal
Article

How to Map the Handoffs Between Reception, Sales and Delivery

· Published by Sumit Sazal · Prepared with AI assistance

Customer frustration often begins between departments rather than inside one of them. Reception believes an enquiry has been passed on; sales believes delivery will arrange the next step; the customer hears nothing. A handoff map exposes those gaps.

Map one real journey

Choose a recent enquiry and follow it from first contact to completion. Record each team, record system, transfer and customer promise. Use actual timestamps where available. Include the points at which somebody waited for more information.

For every transfer, write down:

  • What information must travel with the request?
  • Who accepts the next action?
  • How is acceptance recorded?
  • What deadline or response expectation applies?
  • Who acts if the transfer is not accepted?

Replace sending with acceptance

A forwarded message is evidence of sending, not evidence of responsibility. Use an assigned record, an acknowledgement or another observable acceptance signal. Avoid copying everyone as a substitute for assigning somebody.

Test the journey with an absent employee, incomplete contact details and a request for the wrong location. These cases reveal whether the process depends on informal knowledge.

Once the map is agreed, remove duplicate copying and unnecessary transfers. Keep the customer's promised next step visible to the team receiving the work. Review a sample weekly until the handoffs are dependable. The map should show where a request is owned now, not merely where it has been.