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How to Draft a Winning Post-Sales Handoff (With Template)

April 5, 2024
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April 8, 2024
Anika Jahin
How to Draft a Winning Post-Sales Handoff (With Template)
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Imagine you've just closed a great deal – a new client, excited about your product or service, ready to embark on a successful journey with your company. But before you celebrate too much, an important step can make or break that journey: the customer success handoff.

What is the customer success handoff?

It's the formal transfer of a customer account from the sales team to the customer success team. The sales team's job is to focus on closing the deal, while the customer success team ensures the customer achieves their desired outcomes and has a positive long-term experience with the company.

This handoff typically involves a combination of documents, emails, and meetings that bridge the gap between the initial sales promise and the ongoing customer support process.

The handoff usually occurs shortly after a contract is signed. A smooth handoff sets the stage for building a strong customer relationship and fostering customer success throughout their lifecycle.

However, a fumbled handoff can lead to confusion, frustration, and even customer churn (customer turnover).

So, how do you ensure a winning handoff that keeps those new customers happy and engaged?

This blog will cover everything you need to know. We'll delve into best practices to manage expectations and ensure a smooth customer journey.

Why a Smooth Sales Handoff Matters

Once you've closed the deal, the sales cycle might be over, but the customer's journey with your company is just beginning. A successful handoff to the customer success team acts as a bridge, ensuring a smooth transition and setting the stage for long-term success. 

Here's why a well-executed post-sales handoff is crucial:

(1) Manages Customer Expectations

The sales process often focuses on the product's features and benefits. The handoff clarifies how those features translate into real-world value for the customer.

It's a chance to ensure their expectations align with the onboarding process, implementation timeline, and ongoing support structure.

(2) Reduces Customer Turnover

A confusing or frustrating handoff can leave new customers feeling lost and unsupported. A smooth transition builds trust and fosters a positive customer experience, reducing the risk of customer turnover.

(3) Increases Customer Success

When the customer success team receives precise information about the customer's needs, pain points, and goals, they can tailor their onboarding and support strategies for maximum impact.

This personalized approach sets the stage for achieving customer success.

(4) Improves Sales & Customer Success Collaboration

A well-defined handoff process fosters better communication and collaboration between sales and customer success teams.

Sales reps gain valuable insights into the customer journey, while customer success teams benefit from a clear understanding of the initial sales conversation.

(5) Streamlines Internal Processes

A standardized handoff template ensures all critical information is captured and transferred efficiently. This eliminates the need for scrambling to gather details and streamlines onboarding for the internal team.

Crafting Your Post-Sales Handoff Template

A well-designed post-sales handoff template is your secret weapon for ensuring a seamless transition and building a strong customer relationship. It provides a centralized location for the customer success team to capture all critical information and deliver exceptional support. 

We have drafted a template for your post-sales handoff. Customize this template to fit your specific needs and offerings. Regularly review and update the template as your processes evolve.

Here's what your template should include:

6 Tips for a Flawless Handoff

There needs to be more than a well-defined handoff process to guarantee success.

Here are some best practices to ensure a truly flawless handoff and set the stage for long-term customer success:

(1) Early Collaboration

Foster open communication and collaboration between sales and customer success teams throughout the sales cycle.

Encourage sales reps to involve the customer success team early on, especially in complex deals, to gain valuable insights into customer needs and goals.

(2) Standardization & Consistency

Develop a standardized handoff process with a clear and consistent template. This ensures all critical information is captured and eliminates confusion during the transition.

(3) Training & Enablement

Invest in training and enablement programs for both sales reps and customer success teams. It is crucial to equip them with the knowledge and skills necessary for a smooth and effective handoff.

This could involve training on the handoff process, product knowledge aligned with customer success objectives, and best practices for cultivating customer relationships.

(4) Leverage Technology

Utilize technology to streamline the handoff process. Use a CRM system with built-in handoff functionalities to automate tasks, improve data accuracy, and ensure a seamless transition within your internal team.

Consider utilizing AI notetaking assistants like Wudpecker during the sales meetings. It automatically transcribes meetings and generates summaries.

Wudpecker automates notetaking but also gives you access to the full audio recording and transcription for any fact-checking. It reduces the chance of information loss.

(5) Feedback & Iteration

Regularly solicit feedback from both the sales and customer success teams on the handoff process. Use this feedback to continuously improve the template, training programs, and overall handoff experience.

(6) Focus on Customer Delight

While ensuring a smooth transition is important, the ultimate goal is to create a customer who feels valued, supported, and excited to embark on their journey with your company.

Go the extra mile to ensure a positive first impression and build a strong customer relationship from the very beginning.


The post-sales handoff sets the stage for your customer relationship and their overall success.

By investing in a well-defined process, a comprehensive handoff template, and a focus on clear communication, you can ensure a smooth transition and empower your customer success team to deliver exceptional value.

Remember, a successful handoff isn't just about ticking boxes; it's about creating a positive first impression and fostering a long-term partnership.


How Can I Ensure a Successful Handoff Meeting Even if the Template Isn’t Fully Completed?

Ensuring a successful handoff meeting without a fully completed template requires clear communication, flexibility, and a focus on the most critical information. 

Here are some strategies to help ensure success:

  1. Prioritize Key Information: Identify the most crucial elements that must be communicated during the handoff. Ensure these points are discussed thoroughly, even if other template parts still need to be completed.
  2. Prepare a Summary: If the template isn't fully filled out, prepare a brief summary of the essential points needed during the meeting. This ensures that critical information is still communicated despite the lack of detail.
  3. Use a Checklist: Create a simple checklist of the major points that need to be covered during the handoff. This can help keep the meeting organized and address all necessary topics.
  4. Open Communication Lines: Encourage open communication during the meeting. Invite questions and discussions to fill in the gaps where the template might be lacking. This can help uncover important details that might still need to be documented.
  5. Document Action Items: During the meeting, document any action items, questions, or points that require further clarification. Assign responsibility for these items to ensure they are followed up on after the meeting.
  6. Schedule a Follow-Up: If the template isn't complete, schedule a follow-up meeting to review the missing information once it's been gathered. This ensures that the handoff process remains thorough and that all necessary details are eventually covered.
  7. Leverage Technology: Use collaboration tools and software to share updates and fill in the missing template parts in real time. This can help keep everyone informed and ensure the handoff process continues smoothly after the initial meeting.
  8. Emphasize the Importance of Transparency: Make it clear to all participants that transparency about the current state of affairs and any uncertainties is crucial. This approach can mitigate any potential issues arising from the incomplete template.

What Are Some Additional Resources That Can Help Me With Post-sales Handoffs?

Resources can provide valuable insights, best practices, and templates to enhance your post-sales handoff process.

Here's a list of resources that could be helpful:

  1. Customer Success Associations for articles and webinars.
  2. Project Management Tools like Asana or Trello for task tracking.
  3. CRM Systems such as Salesforce for managing customer interactions.
  4. Blogs from platforms like HubSpot for best practices.
  5. LinkedIn Learning for courses on customer success and management.
  6. Books on Customer Success for in-depth strategies.
  7. Online Templates and Checklists for structured handoff processes.
  8. Professional Development Courses on Coursera or Udemy.
  9. Industry Conferences and Webinars for the latest trends.
  10. Networking Groups and Forums for peer advice and experiences.

How Can I Customize the Handoff Template for My Specific Needs?

The provided template is a starting point. You can customize it based on your offerings and processes. Consider adding sections relevant to your industry, such as specific compliance requirements or integrations needed.

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Post-Sales Handoff Template

Customer Information

  • Company Name: Capture the legal business name.
  • Industry/Sector: Understanding the customer's industry helps tailor communication and support.
  • Company Size: Knowing the size of the organization (number of employees) can inform onboarding strategies.
  • Contact Information: Include primary contact details (name, email, phone number) and any additional relevant contacts (e.g., decision-maker, technical contact).

Contract Details

  • Product/Service Purchased: Clearly identify the specific product or service the customer has purchased.
  • Pricing Details: Outline the agreed-upon pricing structure, including any discounts or special offers.
  • Billing Cycle: Specify the billing cycle (monthly, annually) and the payment method.
  • Contract Start & End Dates: Clearly define the start and end dates of the contract.

Sales Rep Handover Notes

  • Customer Needs & Pain Points: Encourage sales reps to document the customer's specific challenges and frustrations to help the customer success team identify areas for improvement.
  • Goals & Objectives: Capture the customer's desired outcomes and business objectives for using your product or service.
  • Special Requests: Document any unique requests or preferences the customer has expressed.
  • Reason for Choosing Your Product: Understanding why they chose you over competitors can help solidify the value proposition.
  • Customer History (from CRM): Include relevant information from the CRM system, such as previous interactions, products considered, and integrations needed.

Product/Service Overview & Key Features

  • Product/Service Description: Briefly describe the core functionalities of the product or service the customer purchased.
  • Key Features: Highlight the specific features relevant to the customer's needs and goals.

Customer Onboarding Plan & Resources

  • Onboarding Process Overview: Outline the key steps involved in the onboarding process, including timelines and milestones.
  • Resources: Provide links to relevant resources such as user manuals, training materials, knowledge base articles, and support channels.

Success Metrics & KPIs

  • Customer Success Definition: Define the parameters used to measure the customer's success based on their goals (e.g., increased user adoption, improved efficiency).
  • Key Performance Indicators (KPIs): Identify specific metrics (e.g., active users, usage data) that will be tracked to monitor progress toward success.

Internal Notes (Optional)

  • Known Objections & Red Flags: Document any potential challenges or hesitations identified during the sales process to help the customer success team anticipate and address them proactively.
  • Growth Opportunities: Identify potential upsell or cross-sell opportunities based on the customer's needs and future growth plans.
  • Communication Preferences: Note the customer's preferred communication channels (email, phone, chat) to ensure effective ongoing communication.

Next Steps

  • Customer Success Team Tasks: Outline the specific actions and milestones the customer success team needs to complete after onboarding.
  • Customer Action Items: List any tasks or actions the customer needs to take to ensure a smooth implementation process.

This pre-formatted template will save you time and ensure you capture all the essential information for a smooth handoff.

How to Draft a Winning Post-Sales Handoff (With Template)
Min Read
How to Draft a Winning Post-Sales Handoff (With Template)
Min Read
How to Draft a Winning Post-Sales Handoff (With Template)
Min Read

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