Sales to Customer Success Handoff Checklist

Closing a deal marks the end of your sales process, but for your customer, it’s just the beginning of a new chapter in their journey. This stage is crucial as they start to engage with your product and incorporate it into their workflows.

The sales handoff is pivotal in shaping customer success, laying the groundwork for your continued partnership and significantly influencing its results.

This makes it essential to get the transition from sales to customer success right.

Follow this step-by-step checklist to ensure a seamless sales-to-customer-success handoff.