Sales to Customer Success Handoff Checklist Form
Complete this checklist to ensure a smooth transition of a closed-won customer from Sales to Customer Success.
Account / Customer Name
*
Sales Representative Name
*
Deal Summary (Key Details and Value)
*
Product or Service Purchased
*
Contract Start Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Primary Customer Stakeholders (Names & Roles)
*
Customer Goals and Success Criteria
*
Implementation Notes (Key Milestones or Requirements)
Risks or Potential Challenges
Internal Next Steps for Customer Success
*
Submit Handoff Checklist
Should be Empty: