The Best Sales to CS Handoff

The Sales to Customer Success handoff can make or break the customers’ experience. We’ve seen hundreds of handoff templates – some great and others…not so much. That’s why we’ve put together the greatest Sales to CS handoff template ever. Get ready to create a strong partnership between Sales and CS, collect the right information, and deliver the best customer experience ever!

Get the template

What you’ll achieve with this template:

Increased efficiency

Strike the perfect balance between not enough and too much information by including only the most important and relevant data points.

Stronger Sales <> CS relationships

Create repeatable, positive handoff practices with clear expectations for both teams.

Optimized customer experience

Your customers should never have to repeat themselves to your team—use this template to ensure everyone is up to date and on the same page.

Get the template

The Best Sales to CS Handoff

What you’ll achieve with this template:

Increased efficiency

Stronger Sales <> CS relationships

Optimized customer experience

Ready to scale your Customer Success team and increase your NRR? Schedule a demo with Catalyst today!