Sales to CS Handoff
The critical transition from deal close to customer success ownership. Align stakeholders, capture key data, and schedule kickoff so the customer feels continuity and clarity.
Emotion: Hope
Milestone events
- •AE has entered key data into CRM
- •Kickoff meeting is scheduled
Customer activity
- •Customer has signed deal
- •Buyer, IT, and Admin receive intro email and attend overview meeting
- •Buyer signs; key stakeholders receive next steps
Internal activity
- •Success Plan populated
- •AE sends next steps email to schedule Kickoff
- •AE intros team; CS Leader outlines process; Implementation walks through next steps and milestones
Value delivered
- •Success Plan built and shared
- •Baseline expectations set for timeline and ownership
Transformation / outcome
- •Deal signed, Success Plan built
- •Clear handoff from Sales to CS and Implementation
Exit criteria
- •Kickoff meeting is scheduled
- •Key customer stakeholders identified and contacted
Metrics
- •Sales cycle length
- •ARR
- •Handoff completion within SLA