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Sales to customer success handoff templates

Customer success starts with a smooth handoff

Sales to customer success handoff templates

Get your copy

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