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Sales – CS Customer Handoff 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 – 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.

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

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • 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
    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.”

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    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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