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Customer Hand-Off Meeting Template

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Once a deal is closed, the CS team now takes over. Use this Customer Hand-Off Meeting Template to ensure the customer has the smoothest transition possible.

Client Meetings Customer Success Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Customer Hand-Off Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Customer Hand-Off Meeting
Today @ 10:30 - 11 AM
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Customer Hand-Off Meeting
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Customer Hand-Off Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Customer Hand-Off Meeting Template:

1👋 Introductions

Introduce the new client to the CS representative.

2🚀 Customer goals

Discuss the customer’s goals and pain points. What does success look like for them?

3🤝 Onboarding

Discuss what the onboarding process will look like.

4✅ Next steps

What came out of this meeting? What are the next steps?

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Template preview
Fellow.app

Template by

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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