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Customer Handoff (Sales – Customer Success) Meeting Template

Ensure a smooth handoff and set a strong foundation for your customer with this template for Sales and Customer Success teams.

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What’s inside this Sales Call Agenda Template:

1 Problem

Why did the Customer buy the product / what problem are they trying to solve? 

2 Success metrics

What does success mean for the customer?

3 Key Contacts

Who is the Buyer of the product? Who are the Influencers, Champions, and Detractors within the account?

4 Roadblocks 

What are potential roadblocks one may face in making the customer successful?

5 Questions

Armed with context about the customer, the CSM can ask further questions and understand more about the Account and Buyer from the AE.

6 Next step: Expectation setting meeting

The AE should set up a time with the customer to introduce the CSM and help set the right expectations with the customer and kickstart the On-boarding.

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