Download the Sales Handoff Template
The Sales Handoff Template is built for business leaders looking to enhance their customer experience. We include our checklist, worksheet, and call script to ensure customers are properly introduced to their new Customer Success Manager (CSM).
What does a warm handoff achieve?
A Better Customer Experience
By personally introducing the customer to their new CSM, your customers will establish a strong relationship with their new go-to point of contact within your org. We include our script to create a natural introductory experience.
An Improved Internal Process
Everyone is responsible for updating your CRM with relevant information — including your salesperson and CSM. The handoff process holds your team accountable for keeping a healthy single source of truth.
A Higher CLV
Studies show that a proper onboarding process boosts customer lifetime value because happy customers are willing to pay more. Dig deeper into your current customer base by creating a strong onboarding plan.
Improve customer satisfaction scores the right way.
Our Customer Experience Representatives perform regular check-ins, guide your customers through issues, and make sure they feel appreciated and heard. Contact EBQ to learn how to get a complete customer experience department at a fraction of the cost of an internal team.
