Once a deal is closed, the CS team now takes over. Use this Customer hand-off meeting template to ensure the customer has the smoothest transition possible.
Introduce the new client to the CS representative.
🚀 Customer goals
Discuss the customer’s goals and pain points. What does success look like for them?
Discuss what the onboarding process will look like.
✅ Next steps
What came out of this meeting? What are the next steps?
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