Sales to CS Handoff Kit

Make Customer Success the owner on day one, with nothing lost between the signature and the kickoff.

Sales spent months learning why this customer bought, who pushed for it, who was skeptical and what got promised on a call that never made it into the contract. If that stays in the AE's head, CS starts the relationship guessing, and in the absence of information, assumptions will always be made, by your team and by your customer.

This kit gives you both halves of a real handoff. Part one is a six-step process with timing, owners and what done means for each step. Part two is the form the AE fills in before signature, from why they bought and who was in the room to every promise Sales made, ending with an acceptance checklist and sign-off. The account stays with the AE until CS signs, and that one rule changes the whole dynamic. The guide walks through every section with a filled-in example for a made-up customer.

What's included

• Sales to CS Handoff Kit in Word, plus a make-a-copy link for Google Docs

• 12 sections: the handoff process, account and contract details, why they bought, goals and success criteria, stakeholders, use cases and scope, promises and commitments, the sales process, technical environment, risks and watch-outs, next steps and ownership, and acceptance and sign-off

• An acceptance checklist with sign-off lines for the AE, the receiving CSM and the onboarding lead

• A step-by-step PDF guide with a worked example for every section, the questions CS should ask in the handoff meeting, the mistakes to avoid and a Steal This handoff readiness check

Who it's for

CS leaders, CSMs, onboarding leads and Sales leaders who want every new customer handed over the same way, with nothing lost.

How it works

Digital download. Your files are ready right after checkout. Open the Word file, or use the link included with your download to make your own copy in Google Docs. No physical item will be shipped.

Bundle and save

This template is part of the Onboarding and Adoption Bundle: 9 templates for $89, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.