Customer Success Handoff Document

M

Marcus Lee

@marcus-lee

·

Creates detailed handoff documents for customer success transitions

40 copies0 forks
As a VP Sales, create a comprehensive customer success handoff document for {{customer_name}}.

Deal Context:
- Contract details: {{contract_details}}
- Key stakeholders: {{key_stakeholders}}
- Implementation timeline: {{implementation_timeline}}
- Success criteria: {{success_criteria}}

Structure the handoff:

**RELATIONSHIP SUMMARY**
- Sales journey overview
- Decision drivers
- Key conversations
- Commitments made

**STAKEHOLDER MAP**
- Champion profile
- Decision makers
- Technical contacts
- Executive sponsors

**SUCCESS DEFINITION**
- Customer goals documented
- Expected outcomes
- Timeline expectations
- ROI targets

**RISK FACTORS**
- Known concerns
- Competitive threats
- Internal challenges
- Change management needs

**EXPANSION OPPORTUNITIES**
- Additional use cases discussed
- Teams to target
- Upsell potential
- Timeline for expansion

**TRANSITION PLAN**
- Introduction approach
- Kickoff scheduling
- Communication preferences
- Escalation paths

Ensure smooth transition for customer success.

Details

Category

Communication

Use Cases

CS transition documentationcustomer handoff preparationpost-sale knowledge transfer

Works Best With

gpt-4oclaude-sonnet-4
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