Templates
Starter Template
Sales to CS Hand-off
Sales to CS Hand-off

Sales to CS Hand-off

This workflow example helps pass customers from your sales to your CS team.
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

Visit our Knowledge Base for guidance https://www.process.st/help/
1
Enter Account Executive details
2
Enter Account Manager detail
3
Enter Deal details
4
Setting up for success:
5
Add links to relevant calls, emails and notes
6
Describe their current tool/process/pain points
7
Outline the reason(s) why they purchased
8
Define what success means for them
9
The hand-off:
10
Introducing the Account Manager
11
Send an email to the client introducing yourself
12
Technical requirements:
13
Determine if integration assistance is needed
14
Contact the solutions engineer
15
CRM:
16
Update customer profile
17
Internal communication:
18
Confirm successful handoff