Sales to customer success handoff templates

Customer success starts with a smooth handoff

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Front’s Head of Success and Services Samantha Wong and Guru’s Manager of Account Management Maddie Fitzgerald compiled their own favorite resources for instilling a smooth handoff process. Access them here to use them for your own team.

You’ll receive...

  • Sample canned response introduction email from Sales to Onboarding

  • Handoff Salesforce record example with fields to have your Sales team fill in

  • Slide examples for internal handoffs and what to cover in the internal handoff meeting

  • Strategic account plan template