Context disappears
The customer objective, stakeholders, risks and prior decisions do not reach the receiving team in usable form.
Customer onboarding consulting
Carry the customer forward without making them start over.
Rooted Rocket rebuilds the transfer from sale into customer success, onboarding, implementation, delivery and finance so context, commitments, acceptance and the next action remain intact.
When this service fits
The customer feels a system failure the company calls a handoff.
This work fits when discovery must be repeated, commercial promises are disputed, receiving teams reject incomplete work, onboarding begins late, or customer risk starts before the first delivery milestone.
Commitments are ambiguous
Scope, dates, integrations and outcomes were discussed without one approved record.
Acceptance is assumed
Sales marks the handoff complete before the receiving owner confirms evidence and capacity.
Exceptions have no authority
Missing information, nonstandard promises and capacity conflicts bounce between departments.
Typical deliverables
An accepted transfer, not a submitted form.
Boundaries
The service connects teams without becoming indefinite administration.
The approved scope names the customer motion, departments, tools, records and acceptance conditions. The work does not guarantee retention or implementation timing.
Accepted when
- Required evidence transfers accurately
- The receiving owner accepts or returns it with a reason
- Exceptions reach the right authority
- The customer receives a clear next action
- Internal owners can operate the workflow
Not included unless scoped
- Ongoing customer success coverage
- Implementation staffing
- Contract or legal review
- Product roadmap ownership
- Guaranteed churn reduction
Typical engagement
Pricing follows the operating boundary.
One contained handoff repair may fit the $10,000 Focused Improvement Sprint. Rebuilding onboarding or one post-sale function typically fits the $15,000 to $35,000 Core Function Rebuild. A lead-to-customer system spanning multiple departments may fit the $40,000 to $60,000 Cross-Functional System Build.
Customer continuity
Fix the transfer before the customer pays for it.
Bring one recent customer handoff that should have worked and did not.