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.
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