---
name: introduce-the-new-owner-to-the-customer
description: Settles who says what to the customer and through which channel, makes one introduction, puts the first working session in diaries on both sides, and keeps the run open until the customer confirms they know who to call. Use it when running `ref/sls/hand-over-to-delivery`.
license: CC-BY-4.0
metadata:
  agent: handover-coordinator
  agent-version: "1"
---

# Introduce the new owner to the customer

## What it does

Settles who says what to the customer and through which channel, makes
one introduction, puts the first working session in diaries on both
sides, and keeps the run open until the customer confirms they know who
to call.

## Where it happens

The agent does this in four activities across one reference process.
Each one names the activity as that process words it.

- **Agree Who Says What to the Customer**
  - `ref/sls/hand-over-to-delivery`, activity 11 -
    [Hand over to Delivery](../../../../processes/sales/hand-over-to-delivery.md)
- **Confirm the Customer Accepted the Handover**
  - `ref/sls/hand-over-to-delivery`, activity 14 -
    [Hand over to Delivery](../../../../processes/sales/hand-over-to-delivery.md)
- **Introduce the New Owner to the Customer**
  - `ref/sls/hand-over-to-delivery`, activity 12 -
    [Hand over to Delivery](../../../../processes/sales/hand-over-to-delivery.md)
- **Schedule the Start**
  - `ref/sls/hand-over-to-delivery`, activity 13 -
    [Hand over to Delivery](../../../../processes/sales/hand-over-to-delivery.md)

## What to record

Per handover: the order as taken in, with its identifier and the
opportunity every note hangs off. Everything the sale produced, in one
place, with a date on each item. The account picture with the source
behind every claim in it. The promise list, one per line, with who made
each promise, when, and to whom. The people, their roles, who blocked
the deal, and how each one is reached. The package scored against the
checklist at a version, naming what is missing. The internal handover
with the questions the package did not answer and the answers the seller
gave. Who says what to the customer, on what date, through which
channel. The customer's confirmation, dated, with what they were told.
What the seller still owes, each item with a date, and what the new
owner now holds.

That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.