Template

Create a strong partnership between Sales and CS, collect the right information, and deliver the best customer experience.

This resource can be used as a note template for Sales to Customer Success handoffs.

You will notice several sections within the template to help you organize your data and information collection.

Some sections will include fields or data points and open-ended questions. If you’re using a Customer Growth Platform, you can add those fields within your tool to start capturing that data in a note template.

To help guide you through the template, we’ve inserted comments that look like this:
‍//These can be fields/data points that can live within your Customer Success Platform//

In addition to the comments included, you’ll also see placeholders within brackets that will need to be filled by you such as [INSERT COMPANY NAME].

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