How do you ensure smooth handoffs from Sales to Customer Success?

The post-sale handoff is a critical moment that sets the tone for the entire customer relationship. A smooth transition from Sales to CS ensures expectations are clear, value delivery starts early, and trust is built quickly.

How does your team manage handoffs? What tools, playbooks, or internal processes help make that transition seamless?

👉 We’d love to hear your approach—share your handoff best practices, templates, and how you avoid common pitfalls.