Handovers rarely fail because someone forgot to send the document. They fail because the document carries facts, while the conversation carried judgement.

The CRM shows the deal stage. Email holds the buyer’s concerns. Meeting notes explain why timing changed. Analytics reveals what happened next. Move one task without connecting those signals, and the next person inherits an update, not understanding.

The fix is not another status meeting. It is shared context: one view of the evidence, the decision behind it, and the next action waiting for approval.