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What's the handoff process from sales to CS?
pedowitzgroup.com
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Scope Certainty — Confirm what’s included/excluded, entitlements, SLAs, and any special terms or commitments. “Stakeholder Map — Identify champion, economic buyer, admin/ops owner, and executive sponsor (and who signs off).” Risk & Dependencies — Surface implementation constraints (security review, integrations, data access, resourcing).
Single Source of Truth — One account record for goals, scope, stakeholders, and timelines (not scattered notes). “Outcome Clarity — Document what “success” means: measurable outcomes, milestones, and adoption targets.” Scope Certainty — Confirm what’s included/excluded, entitlements, SLAs, and any special terms or commitments.
Stakeholder Map — Identify champion, economic buyer, admin/ops owner, and executive sponsor (and who signs off). “Risk & Dependencies — Surface implementation constraints (security review, integrations, data access, resourcing).” Timed Handoff — Transfer before kickoff with a structured internal review and a customer-facing intro meeting.
Outcome Clarity — Document what “success” means: measurable outcomes, milestones, and adoption targets. “Scope Certainty — Confirm what’s included/excluded, entitlements, SLAs, and any special terms or commitments.” Stakeholder Map — Identify champion, economic buyer, admin/ops owner, and executive sponsor (and who signs off).
What Makes a Sales → CS Handoff Successful? “Single Source of Truth — One account record for goals, scope, stakeholders, and timelines (not scattered notes).” Outcome Clarity — Document what “success” means: measurable outcomes, milestones, and adoption targets.
Capture customer outcomes: Document the business problem, use case(s), success criteria, and milestones. Define what the customer expects by 30/60/90 days. “Map stakeholders and decision paths: Identify roles (champion, exec sponsor, admin), communication preferences, and escalation routes.” Define scope and implementation plan: Confirm what CS/implementation will deliver, required customer inputs, integrations, and timeline dependencies.