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
Customer Success to Sales Handoff
Structures the handoff process from CS to Sales for expansion opportunities.
29 copies0 forks
Details
Category
BusinessUse Cases
sales handoffexpansion opportunitycross-functional process
Works Best With
gpt-4oclaude-sonnet-4-20250514
Created Updated Shared