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Designing a Sales-to-CSM Handoff that Actually Works

sixteenventures.com

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  1. Sales-to-CSM Handoff: Potential Issues and Troubleshooting “but we need to discourage this and remind them that they bought for a reason and make sure they’re not putting it off because they’re trying to avoid change.” What if they start ghosting us? Get the Salesperson back on them… which will be easier to do if the sale isn’t complete until this meeting happens.

    In Rescheduling and cancellation workflows

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