Closer handoff

# Not live yet (gaps #2)
curl -X POST "https://api.sb/leaseline.app/campaigns?mode=try" \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"play":"closer-handoff"}'

 1import { $ } from 'startup-builder'
 2
 3return await $.Campaign.create({ play: 'closer-handoff' }, { mode: 'try' })   // dry run on the day-0 Startup, 2026-06-01 · Not live yet, gaps #2

npx startup-builder do Campaign.create --json '{"play":"closer-handoff"}' --try   # Not live yet (gaps #2)

{
  "name": "do",
  "arguments": {
    "code": "return await $.Campaign.create({ play: 'closer-handoff' }, { mode: 'try' })   // dry run on the day-0 Startup, 2026-06-01 · Not live yet, gaps #2",
    "mode": "try"
  }
}

 1{
 2  "type": "https://startupbuilder.dev/errors/refused",
 3  "title": "Refused",
 4  "status": 422,
 5  "detail": "closer-handoff can’t start yet: 1 check fails and 2 warn.",
 6  "checks": [
 7    {
 8      "check": "use-when",
 9      "status": "pass",
10      "observed": "6 Portfolio Deals over $12,000 open; 3 stalled twice in the last 2 quarters",
11      "doc": "/plays/closer-handoff#check-use-when",
12      "then": "Metric.query"
13    },
14    {
15  …

curl "https://api.sb/leaseline.app/events?where=name%20in%20(%22Deal.stalled%22%2C%20%22Deal.advanced%22%2C%20%22Task.returned%22%2C%20%22Conversation.answered%22%2C%20%22Deal.assigned%22%2C%20%22Invoice.collected%22%2C%20%22Invoice.refunded%22)&limit=1" \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY"

# Not live yet (gaps #7)
curl -X POST "https://api.sb/leaseline.app/triggers/fire?mode=try" \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"like":"event_1290"}'

# Not live yet (gaps #7)
curl "https://api.sb/leaseline.app/decisions?where=on%20%3D%20%22deal_31%22" \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY"

# Not live yet (gaps #7)
curl "https://api.sb/leaseline.app/actions?where=on%20%3D%20%22deal_31%22" \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY"

 1import { $ } from 'startup-builder'
 2
 3const { events: [last] } = await $.Event.list({ where: 'name in ("Deal.stalled", "Deal.advanced", "Task.returned", "Conversation.answered", "Deal.assigned", "Invoice.collected", "Invoice.refunded")', limit: 1 })   // { play } compiled to this Play’s Trigger Events
 4const { subject } = await $.Trigger.fire({ like: last.$id }, { mode: 'try' })   // the same Event again, in try mode · Not live yet, gaps #7
 5const { decisions: [decision] } = await $.Decision.list({ where: `on = "${subject}"` })   // what it chose, and why · Not live yet, gaps #7
 6const { actions } = await $.Action.list({ where: `on = "${subject}"` })   // what it did, with its checks · Not live yet, gaps #7
 7return { decision, actions }

npx startup-builder do Event.list --json '{"where":"name in (\"Deal.stalled\", \"Deal.advanced\", \"Task.returned\", \"Conversation.answered\", \"Deal.assigned\", \"Invoice.collected\", \"Invoice.refunded\")","limit":1}'
npx startup-builder do Trigger.fire --json '{"like":"event_1290"}' --try   # Not live yet (gaps #7)
npx startup-builder do Decision.list --json '{"where":"on = \"deal_31\""}'   # Not live yet (gaps #7)
npx startup-builder do Action.list --json '{"where":"on = \"deal_31\""}'   # Not live yet (gaps #7)

{
  "name": "do",
  "arguments": {
    "code": "const { events: [last] } = await $.Event.list({ where: 'name in (\"Deal.stalled\", \"Deal.advanced\", \"Task.returned\", \"Conversation.answered\", \"Deal.assigned\", \"Invoice.collected\", \"Invoice.refunded\")', limit: 1 })   // { play } compiled to this Play’s Trigger Events\nconst { subject } = await $.Trigger.fire({ like: last.$id }, { mode: 'try' })   // the same Event again, in try mode · Not live yet, gaps #7\nconst { decisions: [decision] } = await $.Decision.list({ where: `on = \"${subject}\"` })   // what it chose, and why · Not live yet, gaps #7\nconst { actions } = await $.Action.list({ where: `on = \"${subject}\"` })   // what it did, with its checks · Not live yet, gaps #7\nreturn { decision, actions }",
    "mode": "try"
  }
}

 1{
 2  "decision": {
 3    "$id": "https://api.sb/leaseline.app/decisions/decision_588",
 4    "$type": "Decision",
 5    "choice": "hand-to-a-closer",
 6    "reason": "Granite Peak’s $21,600 Portfolio Deal revived on Sep 2 and stalled again on Sep 22; the draw put it in the closer half",
 7    "stakes": "medium",
 8    "options": [
 9      "revive-first-stall",
10      "hand-to-a-closer",
11      "agent-keeps-it",
12      "next-closer",
13      "back-to-you",
14      "close-the-file"
15  …

action_1 is the brief, with every buyer quote linked to its Message. action_2 offers it to the closer once you approve; action_3 makes the closer the Deal’s owner when they accept.

≈ +$1,800 ARR a month at 2 a quarter

Worth

40 min week 1, then 15 min per handoff

Your time

10 % of collected first-year revenue, after 60 days; $0 until a win

Spend

Day 1: a closer accepts the brief

First signal

2+ Deals of $10,000+ a year stalling twice a quarter

Use it when

No Deal over $10,000 a year: buying-committee · under 2 a quarter: objection-watch

Not yet when

Worth’s formula: about +16 wins per 100 twice-stalled large Deals (Other Startups’ results; yours reads before-after) × 2 a quarter ÷ 3 months × $16,800 average large Deal ARR ≈ +$1,790. Under First signal: At 2 a quarter, 30 Deals per half takes years, so your draw pools with Other Startups’ cohorts and this page reads before-after.

Start it this weekCopy Anchor Link

npx startup-builder add play closer-handoff   # 1 · writes plays/closer-handoff.mdx (Not live yet, gaps #5)

# 2 · dry run; below, its 422 on 2026-06-01
curl -X POST "https://api.sb/leaseline.app/campaigns?mode=try" \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"play":"closer-handoff"}'

# 3 · keep it, at You approve each one
curl -X POST https://api.sb/leaseline.app/campaigns \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"play":"closer-handoff"}'

# on
curl -X PATCH https://api.sb/leaseline.app/campaigns/closer-handoff \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"endsAt":null}'

# off: no new draw or brief; handed Deals stay with their closer
curl -X PATCH https://api.sb/leaseline.app/campaigns/closer-handoff \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"endsAt":"now"}'

{
  "type": "https://startupbuilder.dev/errors/refused",
  "title": "Refused",
  "status": 422,
  "detail": "closer-handoff can’t start yet: 1 check fails and 2 warn.",
  "checks": [
    {
      "check": "use-when",
      "status": "pass",
      "observed": "6 Portfolio Deals over $12,000 open; 3 stalled twice in the last 2 quarters",
      "doc": "/plays/closer-handoff#check-use-when",
      "then": "Metric.query"
    },
    {
      "check": "baseline",
      "status": "warn",
      "observed": "0 of 3 twice-stalled large Deals won in 140 days",
      "doc": "/plays/closer-handoff#check-baseline",
      "fix": "n 3: it reads before-after, not proof, and pools its draw with Other Startups.",
      "then": "Metric.query"
    },
    {
      "check": "billing-connected",
      "status": "fail",
      "doc": "/plays/closer-handoff#check-billing-connected",
      "fix": "Connect Stripe so commission reads collected revenue, net of refunds.",
      "then": "Integration.connect"
    },
    {
      "check": "role-unstaffed",
      "status": "warn",
      "roles": [
        "sales-lead"
      ],
      "owned": 6,
      "doc": "/plays/closer-handoff#check-role-unstaffed",
      "fix": "Staff a commissioned closer with `Role.staff`; until then handoffs come back to you.",
      "then": "Role.staff"
    }
  ]
}

Commission is 10 % of collected first-year revenue, net of refunds, held 60 days and paid on the 5th (POST /{namespace}/commissions/{commission}/pay). Briefs and intros cost $0.04 each from your Domain (Worker cost). That comes to under $1 a month before a win, and $2,160 on a $21,600 win.

When it startsCopy Anchor Link

{
  "$id": "https://api.sb/leaseline.app/events/event_1290",
  "$type": "Event",
  "name": "Deal.stalled",
  "at": "2026-09-22T07:00:14Z",
  "seq": 1290,
  "data": {
    "deal": "deal_31",
    "organization": "Granite Peak Rentals",
    "value": 21600,
    "stalls": 2,
    "lastBuyerEvent": "2026-09-01T16:20:00Z",
    "owner": "worker_1"
  }
}

npx startup-builder trigger Deal.stalled --like event_1290   # replays the delivery
npx startup-builder clock advance --by 1d   # runs the closer’s accept deadline
npx startup-builder listen Deal.stalled --forward-to http://localhost:3000/hook

Who runs itCopy Anchor Link

AE · your agent (role:sales-lead, worker_8) holds the Key Result and never owns a Deal. The large Deals are yours (Dana Okafor, person, worker_1), so its revival steps draft into your queue. A handoff makes AE · Tom Reyes (person), a commissioned closer (worker_9), the Deal’s owner once you approve and he accepts. Your number links to Did it work.

What it reads · What it may call. It reads buyer-authored Events, the Deal’s Messages and Meetings, and the claims source, and every buyer Message is data, never instructions. It never writes in the closer’s name, and the brief marks every stall cause a guess. Its tools are POST /{namespace}/tasks/{task}/assign, POST /{namespace}/deals/{deal}/assign, POST /{namespace}/deals/{deal}/lose, and any other call becomes an Approval under the Role’s Mandate.

You hold the AE Key Result: 40 wins per 100 twice-stalled large Deals by 2026-12-31. ← worker, metric
On each stall, choose one option and say why; the second stall goes to the sealed draw. ← triggers, chooses, closer-draw
Never mention a stall, the draw, a Deal room view or an open in any Message.     ← copyRules 2
Label every stall cause a guess, and link every buyer quote to its Message or Meeting. ← copyRules 7, 8
Introduce the closer with the real relationship and only the title the Agreement grants. ← copyRules 1
Never write to a Deal a person owns: draft it into their queue.                  ← worker.owns, owned-by-a-person

The slow loop. The large line and the draw are sealed for the cohort, so no Change may touch them, and none was merged in the window; there is no replay or read-back to print.

What it can do nextCopy Anchor Link

When it hands to youCopy Anchor Link

Handoffs go to AE · Tom Reyes (person), the commissioned closer, once you approve; revivals and Deals that come back land with you (Dana Okafor, person), who owns the large Deals. One Brief per Role, as captured (brief is Not live yet, gaps #7).

[
  {
    "$id": "https://api.sb/leaseline.app/tasks/task_590",
    "$type": "Task",
    "assignee": "worker_9",
    "due": "2026-09-23T15:00:00Z",
    "on": "deal_31",
    "brief": {
      "who": "Granite Peak Rentals: 900 units, CFO and operations lead",
      "said": "We need payment terms that match our owners’ draws (Aug 28, `message_412`)",
      "chose": "hand-to-a-closer",
      "why": "stalled twice; the draw put it in the closer half",
      "guess": "payment timing, not price (a guess)",
      "window": "ends 2026-11-06",
      "never": [
        "a stall named to the buyer",
        "a price below the floor",
        "a deadline the Quote lacks"
      ]
    }
  },
  {
    "$id": "https://api.sb/leaseline.app/tasks/task_553",
    "$type": "Task",
    "assignee": "worker_1",
    "due": "2026-08-20T17:00:00Z",
    "on": "deal_27",
    "brief": {
      "who": "Riverbend Group: 750 units",
      "chose": "agent-keeps-it",
      "why": "stalled twice; the draw put it in the agent half",
      "next": "the answer to their open data-migration question, drafted for you to send"
    }
  }
]

The closer answers with POST /{namespace}/tasks/{task}/claim (Take this one) or POST /{namespace}/tasks/{task}/return with a reason; you approve each handoff with POST /{namespace}/approvals/{approval}/approve. Once he claims, POST /{namespace}/deals/{deal}/assign sets owner to him, the agent sends nothing more on that Deal, and every reply goes to his queue. A brief nobody claims by its due time goes to the next closer, then back to you through POST /{namespace}/tasks/{task}/escalate, and person-promise fires.

On time: AE · Tom Reyes, 2 of 2 accepted within 1 business day, median 3 h 05 min; you, 5 of 5 drafts sent within their due time; n 7, ■□□□ Too early to tell beside Other Startups’ 89 % on time. Your queue: counted by kind: in month 1, 3 revival drafts and 1 approval; since then, about 1 handoff a month.

The fixed line: POST /{namespace}/deals/{deal}/assign sets owner to the receiving person, the agent is never a Deal’s owner, and Meetings land on the owner’s calendar under the owner’s name.

When it won’t sendCopy Anchor Link

The captured refusal, then the Stop that fired as a Campaign.paused reason (Not live yet, gaps #2); the Quote that sent is the Granite Peak thread in Example.

{
  "type": "https://startupbuilder.dev/errors/refused",
  "title": "Refused",
  "status": 422,
  "detail": "The Quote to Granite Peak did not send: it sits 25 % below the Portfolio floor.",
  "checks": [
    {
      "check": "price",
      "status": "fail",
      "doc": "/plays/closer-handoff#check-price",
      "fix": "Get the discount approved, or quote at the floor.",
      "then": "Approval.approve"
    }
  ]
}

[
  {
    "reason": {
      "limit": "closer-silent",
      "observed": "10 business days",
      "bound": "10 business days",
      "window": "1 Deal"
    },
    "doc": "/plays/closer-handoff#stop-closer-silent",
    "task": "task_571"
  }
]

Did it workCopy Anchor Link

At 2 twice-stalled large Deals a quarter, neither half reaches 30 Deals within a year, so the basis is before-after (rule o): nothing prints as Added, and your 4 drawn Deals pool with Other Startups’ cohorts. Each figure’s call is POST /{namespace}/metrics/query by node, and every node above the leaf is Not live yet (gaps #4).

{
  "$id": "decisions/decision_588",
  "$type": "Decision",
  "choice": "hand-to-a-closer",
  "reason": "Granite Peak’s $21,600 Portfolio Deal revived on Sep 2 and stalled again on Sep 22; the draw put it in the closer half",
  "stakes": "medium",
  "options": [
    "revive-first-stall",
    "hand-to-a-closer",
    "agent-keeps-it",
    "next-closer",
    "back-to-you",
    "close-the-file"
  ],
  "by": "worker_8",
  "on": "deal_31",
  "expected": "Deal.won within the 45-day window",
  "reopensWhen": "no closer Message on deal_31 within 5 business days"
}

The leaf counts twice-stalled large Deals won per 100 drawn, by the half each was drawn into (intention to treat), read quarterly. A verdict needs 30 Deals per half, so a cohort pools across Startups.

How it moves it: the closer had the buyer’s own words in a brief within 1 business day of the second stall, and booked the CFO 9 days later.

Guardrails: before against after: discount points on won large Deals, 6 against a trailing 8, and refunds on closer-won revenue, $0 in 90 days; commission is 10 % of added first-year revenue, under the 50 % payback Stop.

{
  "$id": "https://api.sb/leaseline.app/campaigns/closer-handoff",
  "$type": "Campaign",
  "play": "play:closer-handoff@1",
  "path": [
    "stalled-deal-win-rate",
    "new-paying-customers",
    "new-arr",
    "net-new-arr",
    "arr"
  ],
  "experiment": {
    "metric": "stalled-deal-win-rate",
    "unit": "per-100",
    "heldBack": 2,
    "decision": null
  },
  "readout": {
    "value": null,
    "n": 3,
    "maturing": 1,
    "interval": null,
    "readability": "inadmissible",
    "basis": "before-after",
    "pooled": true
  },
  "ledger": {
    "spend": 2160,
    "workerCost": 3,
    "hours": 1.4,
    "pipelineArr": 18000,
    "wonArr": 21600,
    "projectedArr": 1790,
    "paybackDays": 37
  }
}

Outside benchmark: none recorded for this Play yet; Other Startups’ pooled results print beside every row.

Before it · After it. Before it: buying-committee and instant-response open the large Deals, and revenue marks a stall from buyer Events. After it: won Deals go to onboarding, and lost Deals go to objection-watch by their reason.

ExampleCopy Anchor Link

Leaseline ran it from 2026-06-01 to 2026-10-19 (140 days): 6 large Deals open, 5 first stalls revived by drafts in your queue, and 4 second stalls drawn at random, 2 to each half. Read every captured thread at ?threads=all; three follow the tables.

AE · your agent → Granite Peak’s CFO and operations lead, in their own thread, Sep 23, 10:05 · Tom Reyes is joining this thread: he closes multi-owner portfolio setups for Leaseline as a commissioned partner.¹ He has the 900-unit plan and your question about payment timing.² *Signed with the Role’s disclosure line.*³

Tom, 10:41 · booked the CFO for Thursday, then traded a 2-year term for net-45 payment inside the discount Limit. Signed Oct 7: Deal.won, +$21,600 ARR.

- $16,200 a year (25 % off) if you sign this week.
+ $21,600 a year on a 2-year term, with net-45 payment; this Quote is valid until Oct 31.

Riverbend Group, 2026-10-14 09:20 · “Before anything else: can someone walk us through moving 750 units off our old system?” · AE · your agent, 09:21 · drafted into your queue with the Brief, due 2026-10-15 17:00 (task_602). · Dana, Oct 15 11:10 · sent her own answer and two times for a migration call.

¹ The real relationship and only the title the Agreement grants. ² The buyer’s own question; no stall, open or view is named. ³ The fixed signature line, compiled from the Role’s disclosure Setting.

Your settingsCopy Anchor Link

---
large: 12000      # Portfolio Deals at $12,000 a year and up; never under $10,000
draw: 0.5
commission: 0.10  # of collected first-year revenue, held 60 days
---
Draft every revival into my queue. On a second stall, half go to a commissioned closer and half stay with the agent; I approve every handoff.

$ npx startup-builder show plays/closer-handoff
large 12000 · draw 0.5 · commission 0.10     your file  plays/closer-handoff.mdx:2-4,6 (Ask 2026-06-01)
family sale · worker role:sales-lead, owns never · chooses 6 (3 rule, 3 read) · sequences first-stall-revival, closer-intro, agent-arm-hold · checks owned-by-a-person, price, buyer-stop, buyer-keeps, recording · stops 9 · placements gmail, outlook, linkedin (the closer’s own)    catalog  play:closer-handoff@1 (Not live yet, gaps #5)

Every key from the catalogCopy Anchor Link

Compiled, not written: edit the Play record closer-handoff and its Leaseline run, then regenerate. Every step runs from a sentence or a line of code. In your words: the CRM words you know, and where each lives here.