Sales to customer success handoff templates

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...

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  Sample canned response introduction email from Sales to Onboarding

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

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

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  Strategic account plan template