Engineers: ensure handoff for yearly and larger plans

Engineers tagging users as larger or yearly plans miss confirming project creation in the sales system, creating billing and onboarding gaps. Alerts notify customer success and sales ops to verify projects.

Overview

Unverified plan upgrades create billing and onboarding gaps that fall between engineering and revenue ops. This workflow turns a larger/yearly plan tag into an immediate CRM check and alert, ensuring customer success and sales ops verify projects and coordinate follow-up. The result is fewer missed handoffs and more reliable onboarding.

Notable Features

Notify customer success and sales ops
Attach account and plan details
Pause for verification before escalation