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Customer Success Handoff and Management Template
Welcome - why create a handoff doc?
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Welcome - why create a handoff doc?

How to use this doc
Congratulations on being a Customer Success Manager! It’s a super important job for any software company.
Renewals lead to a massive $ valuation of the company. This work matters.
In addition, the Sales<>CS Handoff and onboarding process are likely the most important phases of customer experience in terms of the customer achieving their desired outcome, and you hitting a huge retention and expansion bonus! 🏧
That’s why I created this doc to help you - simply pull down your Salesforce Opportunities and use this lovely Coda user interface to track, document and keep your Sales Team and Manager up to speed, and keep all your emails and tasks in one spot.
Good luck and I hope this helps! See the
How to Use this Doc
⁠
to get started.
best -
Paul
PS Here’s a quick walk-through of how to use and some of the features:
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