Hand off won deals to customer success without losing context
Sales closes; CS takes over. Link records, document promises, and reassign ownership—so the customer does not repeat their story.
68%
Fewer repeat asks
Customers not re-explaining scope
Retention
Stronger kickoffs
CS inherits full deal context
1
Record thread
Commercial + delivery linked
Sales to success, no reset
Linked records, notes, and scoped access on handoff.
Handoffs fail when context lives in the AE’s head or a thread only they can see.
Complete a checklist on the record, link onboarding objects, and shift owner with history intact.
Linked records
Deals tied to onboarding or account objects.
Right visibility
CS edits success fields; sales keeps pipeline access as needed.
Promises documented
Notes and custom fields before the AE moves on.
Checklist
Checklist before handoff
Agree what CS must receive: stakeholders, scope, kickoff date.
- Fields or a linked object in your schema
- Sales completes before marking handoff done
- Managers review incomplete handoffs in a Live View
Ownership
Reassign without amnesia
Change owner; keep notes and stage history on the record.
- CS searches and links from Operations
- Hide commercial fields via permission profiles
- Customer hears one team, not a reset
Questions
Short answers before you request access.
- Sales still see accounts after handoff?
- If their profile allows read access—common for expansions.
- Need a custom onboarding object?
- Optional. Some teams use deal fields only; others add an object.
- Only for enterprise?
- Any team where one person sells and another delivers.