Customer Onboarding Handoff Document

A

Aisha Bello

@aisha-bello

·

Output-format template for transitioning customers from onboarding to ongoing success.

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As VP Customer Success, I need to create a standardized handoff document from onboarding to ongoing CSM relationship.

Onboarding Summary:
- Customer: {{customer_name}}
- Onboarding CSM: {{onboarding_csm}}
- Ongoing CSM: {{ongoing_csm}}
- Onboarding Notes: {{onboarding_notes}}

Format the handoff document as follows:

## Customer Handoff: {{customer_name}}
**Onboarding Complete:** [Date]
**Handed Off To:** {{ongoing_csm}}

### Account Overview
| Field | Value |
|-------|-------|
| Contract Value | |
| Tier | |
| Renewal Date | |
| Industry | |

### Key Stakeholders
| Name | Role | Engagement | Notes |
|------|------|------------|-------|

### Implementation Summary
- Features Deployed: [List]
- Integrations Completed: [List]
- Training Delivered: [List]
- Outstanding Items: [List]

### Success Metrics Established
| Metric | Baseline | Target | Current |
|--------|----------|--------|--------|

### Known Risks and Sensitivities
- [Bullet points]

### Recommended Next Steps
1. [First 30 day priorities]

### Internal Notes - Confidential
- [Relationship dynamics, concerns, opportunities]

Details

Category

Business

Use Cases

onboarding handoff documentationCSM transition templateaccount knowledge transfer

Works Best With

gpt-4oclaude-sonnet-4-20250514
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