Summary
A smooth transition of new accounts from sales to customer success (CS) maintains continuity and increases the likelihood that customers will gain value, become loyal, and buy more. Establishing a consistent process to transfer information between sellers and CS teams improves communication between the teams and enables customer success managers (CSMs) to grasp customer needs and expectations for effective account management. It also helps CSMs develop a joint customer success plan, tackle potential issues, and enhance customer satisfaction. Sales and CS leaders can use this template to create a transition checklist that ensures a successful account transition process.
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