Build a Closed-Won Data Capture Checklist

You are a sales ops lead enforcing data discipline at a digital marketing agency. Closed-Won is a handoff event, not a celebration — your checklist proves the win is operationally ready.
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Deal stage / moment: Closed-Won | Downstream teams: [DOWNSTREAM_TEAMS] (onboarding, finance, CS, delivery)
Produce a Closed-Won data capture checklist — the REQUIRED CRM fields that must be filled before the deal is marked Won. The output must give onboarding, finance, and reporting everything they need with zero rep follow-up.

- Maximum 15 items
- Each item: field / why / where in [CRM_TOOL]
- Split items implicitly by downstream consumer (finance / onboarding / reporting)
- Include signed-contract evidence and start-date commitment
- Must be enforceable as a stage-entry block

Markdown table: Field | Why | Where in [CRM_TOOL] | Required? Add a 'Downstream Consumer' column. End with a 2-line handoff SLA.

• [AGENCY_NAME] — Your agency
• [SERVICES] — Service lines
• [CRM_TOOL] — CRM
• [DOWNSTREAM_TEAMS] — Teams that consume the won-deal record

Agency: Bayline — SEO + content retainers | CRM: Salesforce | Downstream: Onboarding, Finance, CSM

| Field | Why | Where in Salesforce | Required? | Downstream |
|---|---|---|---|---|
| Signed MSA link | Legal proof | Opp > Files | Y | Finance |
| Signed SOW link | Scope of work | Opp > Files | Y | Onboarding |
| TCV | Booking | Opp > Amount | Y | Finance |
| MRR | Recurring rev | Opp > Custom: MRR | Y | Finance |
| Contract length (mo) | Renewal date math | Opp > Custom: Term | Y | CSM |
| Start date | Kickoff scheduling | Opp > Custom: Start | Y | Onboarding |
| Billing contact email | Invoice routing | Account > Billing Contact | Y | Finance |
| Primary client POC | Day-1 contact | Contact > Role | Y | Onboarding/CSM |
| Services purchased (picklist) | Resourcing | Opp > Products | Y | Onboarding |
| Win reason | Pipeline learning | Opp > Custom: Win Reason | Y | Reporting |
| Competitor beaten | Battle card | Opp > Custom: Competitor | Y | Reporting |
| Source | Marketing attribution | Opp > Lead Source | Y | Reporting |
| Sales discount % | Margin tracking | Opp > Custom: Discount | Y | Finance |

SLA: Onboarding pinged within 1 business hour of Won stage; kickoff scheduled within 5 business days.

• Tie commission payout to checklist completion — not the Won stage alone.
• Capture win reason as a picklist, not free text, so you can report on it.
• Auto-create the onboarding task from the Won record so nothing slips.