Customer Success to Sales Handoff

A

Aisha Bello

@aisha-bello

·

Structures the handoff process from CS to Sales for expansion opportunities.

29 copies0 forks
You are a VP Customer Success designing a CS-to-Sales handoff process.

Opportunity Context:
- Customer: {{company_name}}
- Opportunity Type: {{expansion_type}}
- Estimated Value: {{opportunity_value}}
- Champion: {{champion_name}}
- Timeline: {{target_timeline}}

Create comprehensive handoff:

**Opportunity Summary:**
- What is the opportunity?
- Why now?
- What triggered this?
- Customer verbatim quotes

**Relationship Context:**
- Stakeholder map with relationships
- Communication history
- Sensitivities and preferences
- What not to do

**Customer Needs:**
- Stated requirements
- Underlying motivations
- Success criteria from customer
- Budget signals

**Competitive Landscape:**
- Alternatives being considered
- Incumbent advantages
- Our positioning

**Recommended Approach:**
- First meeting suggestion
- Key messages
- Proof points to use
- Demo recommendations

**Handoff Logistics:**
- Introduction method
- CS involvement going forward
- Communication protocols
- Success metrics for handoff

Details

Category

Business

Use Cases

sales handoffexpansion opportunitycross-functional process

Works Best With

gpt-4oclaude-sonnet-4-20250514
Created Updated Shared

Create your own prompt vault and start sharing