Checklist

Sales to Customer Success Handoff Checklist

Step-by-step checklist to make the transition from sales to customer success as easy and frictionless as possible.

Closing might be the final stage of your sales process, yet, for your customer it’s just another step in their journey. Moreover, it’s one of the most important steps as they get introduced to your product and actually start integrating it into their processes.

Sales handoff plays a major role in customer success, setting the stage for your ongoing collaboration with the customer and greatly defining its outcomes.

That is why it’s so important to get it right and ensure a smooth transition from sales to customer success team.

Use this step-by-step checklist to nail your sales to customer success handoff.

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