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Customer Success Handoff and Management Template
Welcome - why create a handoff doc?
Customer Success New Deals
AE Deals to Handoff to CS - Joe
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Customer Success New Deals
Low Upsell Account Timeline
Use this chart to find deals that need some more expansion potential into other teams 😍
Low upsell likelihood - Timeline for renewal
Low upsell likelihood - Timeline for renewal
UpCity- SFDC E+P + P API - Renewal 2020
Pilot-SFDC E+P Renewal 2020 (March EBR)
Conversocial- SFDC E +P Renewal 2020
Gorgias.io- Prospector API Renewal 2020
Pathlight- SFDC E Renewal 2020
Apr 2025
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May 2025
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Jun 2025
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Jul 2025
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Aug 2025
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Sep 2025
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Oct 2025
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Nov 2025
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Dec 2025
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Month
Today
Fit
Low upsell likelihood - Sorted by $ACV
Low upsell likelihood - Sorted by $ACV
Account Name
Opportunity Name
ACV $
Renewal Due
Account Name
Opportunity Name
ACV $
Renewal Due
upcity.com
UpCity- SFDC E+P + P API - Renewal 2020
$2,000.00
9/27/2020
pilot.com
Pilot-SFDC E+P Renewal 2020 (March EBR)
$1,800.00
4/15/2021
conversocial.com
Conversocial- SFDC E +P Renewal 2020
$1,800.00
4/30/2021
pathlight.co
Pathlight- SFDC E Renewal 2020
$1,600.00
10/8/2020
gorgias.io
Gorgias.io- Prospector API Renewal 2020
$600.00
3/11/2020
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