Sales to customer success handoff templates

Front’s Head of Success and Services Samantha Wong and Guru’s Manager of Account Management Maddie Fitzgerald compiled their own favorite resources for instilling a smooth handoff process. Access them here to use them for your own team.

You’ll receive...

• Sample canned response introduction email from Sales to Onboarding

• Handoff Salesforce record example with fields to have your Sales team fill in

• Slide examples for internal handoffs and what to cover in the internal handoff meeting

• Strategic account plan template