Customer Hand-Off Meeting

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.

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Tone of the meeting

👋 Introductions

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?

🤝 Onboarding

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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