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What? So What? Now What? [Reflection Meeting] Template
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Sales – CS Customer Handoff Meeting Template
Get this templateEnsure a smooth handoff and set a strong foundation for your customer with this template for Sales and Customer Success teams.
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Sales – CS Customer Handoff Meeting
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Sales – CS Customer Handoff Meeting Template
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What’s inside this Sales – CS Customer Handoff Meeting 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 onboarding.
