Sales-to-Success Handover Template
The Sales-to-Success Handover Template is designed to facilitate smooth transitions from sales to customer success, ensuring happy customer relationships from the start. This template helps your team capture crucial information from the sales process, such as customer motivations, key contacts, and potential roadblocks. It provides a structured approach to onboarding, updating CRM accounts, and scheduling handoff meetings, ensuring that your customer-facing team is fully equipped to build and nurture strong customer relationships.