You’ve just closed a major deal.
It’s taken months of hard work to successfully convey the value of your product and negotiate a solid agreement. The sales team are pumped, managers have a big smile on their faces, and the customer success team are readying themselves to take on a high-value customer.
Ensuring a smooth handoff from the account executive (AE) to the relevant customer success manager (CSM) is now the priority. This critical process cannot be overlooked if you are hoping to build a trusting, long-term relationship that keeps both parties happy.
There are numerous tasks that need to be completed during the handoff, and they must be done efficiently or the customer could get the wrong impression.