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Sales & Partnerships
Sales & Partnerships
Sales - Customer Success Hand-Off Template
How to nail the Sales-CS Hand-off process and drive customer loyalty
Click here to copy!
Instruction: Update the summary based on this template below
Customer Account Details:
- Company Name:
- Industry/Sector:
- Company Size:
- Contract Sign Date:
- Contract Length:
Customer Team Information:
- First touch:
- Most engaged user:
- Buying Decision Maker:
- Team who will be using the product the most:
Internal Team Information:
- Customer Success Manager:
- Sales Team Member:
- Other Key Stakeholders & Their Roles:
Customer High-Level Goals:
- What is the primary business objective of the customer?
- How do they generate revenue?
Why Our Solution?
- What are the customer's pain points that our product addresses?
- What benefits or features are they most interested in?
- Are they switching from a competitor? If so, why?
Defining Success (Customer):
- How will the customer know if our product is helping them achieve their business goals?
Defining Success (Internally):
What key metrics will we use to measure the customer's health and our success?
- NPS Score
- Health Score
- Average MRR/ARR
- Number of Users
- Product Usage
- Product Setup
Work & Communication Style:
What is the customer's preferred work and communication style?
How should we contact them?
Growth Opportunities:
How can we customize the product or experience to better fit the customer's needs?
What features should we encourage the customer to use based on their business goals?
Red Flags & Risks:
Were there any concerns or issues during the sales process?
How can we prevent them from happening during and after the customer handoff?
Next Steps for Team:
What are the actionable steps needed to ensure the customer's health?
Who is responsible for each step?
- Step 1
- Step 2
- Step 3
Next Steps for Customer:
What are the next steps for the customer?
Is training needed?
Is more feature implementation required?
- Step 1
- Step 2
- Step 3
Other Important Notes:
Is there any other information that's worth sharing?
How to use this template for your next meeting
Want to have automatically generated meeting notes in the specific template format above? Just follow these easy steps!
Step 1: Log in / Sign up to Wudpecker’s browser app.
Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it.
Step 3: Go to the Templates section on the Wudpecker website. Select the template you want to use.
Step 4: Press the “Click here to copy” button.
Step 5: In the Wudpecker app, open the notes of the meeting that you want to use the template for.
Step 6: In the notes, click on “Re-write with custom prompt”
Step 7: Paste (Ctrl/Cmd + V) the template that you copied and press “Re-write notes”. You should see the notes in just a couple of minutes.
Why this template is useful
Using a template for a CS handoff can be highly beneficial for both the sales and customer success teams. It provides a structured approach to ensure that important information is gathered and shared during the handoff process, which can help to set the customer up for long-term success with the product.
The template should cover key areas such as customer account details, internal and customer team information, customer high-level goals, defining success both for the customer and internally, work and communication styles, growth opportunities, and risks.
By using a template, the sales and customer success teams can ensure that they have a clear understanding of the customer's business objectives, pain points, and preferred communication style. This can help to foster a stronger relationship with the customer and increase the chances of customer retention and upselling.
Additionally, the template can help to identify any potential risks or concerns early on in the handoff process, allowing the sales and customer success teams to proactively address them before they become larger issues.
Overall, having a template for a CS handoff can help to ensure a smooth and effective transition for the customer from the sales team to the customer success team.With this template you can foster a strong relationship with the customer and set them up for long-term success with the product.
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