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]
Customer Onboarding Handoff Document
Output-format template for transitioning customers from onboarding to ongoing success.
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onboarding handoff documentationCSM transition templateaccount knowledge transfer
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gpt-4oclaude-sonnet-4-20250514
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