Sales to Customer Success Information Flow

Use this template to document the process of how Sales should transition a new customer to the Customer Success team.

Crafted by
Jennifer Dean
Manager of Customer Success
at
Guru
Rise
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"When it came time for a new customer to start with a customer success manager, we realized we needed a process for information to be shared and documented about the customer’s journey so far. This Card breaks down the steps reps need to take to successfully hand off customers to their CSM."

Jennifer Dean
Manager of Customer Success
at
Rise
Guru

How to use this Card template

How do you maintain the best experience possible during the post-sales, pre-customer-success period? You align your team on the most important information to know about that customer. With a clear, documented process, customer information becomes consistent and accessible, allowing all stakeholders to build the best relationship possible with a customer and set them up for success.

With this Card template, you can standardize how your sales team relays customer-specific information to the customer success team. Make adjustments to the template to reflect your team’s CRM tool. The result? Step-by-step instructions that allow for consistent customer relationship transitions.

Sales to Customer Success Information Flow

Use this template to document the process of how Sales should transition a new customer to the Customer Success team.

Crafted by
Jennifer Dean
Manager of Customer Success
at
Rise
Guru
Add Card to Guru
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What's a Card?
A Card is a bite-sized piece of information to help answer your team's questions.
Here's why bite-sized is best.