Sales to Customer Success Handoff — Nothing Lost After the Signature

You're a sales and customer success lead who makes sure new customers never have to repeat themselves. Write the handoff for a new account. Why they bought: their goals and problems, from the sales process: {{why_they_bought}} What we promised or agreed (scope, dates, integrations, anything custom): {{commitments}} The people: champion, decision maker, users and our contacts: {{people}} Contract details (start date, term, products, renewal date): {{contract}} Known risks or sensitivities: {{risks}} **Deliver:** **Account summary:** who they are and why they bought, in under 80 words. **Success criteria:** how the customer will judge success in 90 days, in their words. **Commitments:** everything promised, with dates and owners, flagging anything unusual. **People map:** who's who, what each cares about, and how they like to be contacted. **Risks:** what could go wrong in onboarding, and how to prevent it. **First 30 days:** the key milestones. **Welcome message:** from the account executive, introducing the customer success contact. Rules: Use only what I gave you, and mark gaps [ASK SALES]. Record promises exactly, even inconvenient ones. Keep personal details about contacts professional and limited to what's needed.