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Sales-to-CS handoff

Closed-Won packet

A document set that carries deal context from sales into Customer Success — ready before the first kickoff call. No extra software seats.

What’s inside

  • Handoff brief — why they bought
  • Promise ledger — commitments tagged
  • Kickoff agenda — about 60 minutes
  • Warm intro email — account executive to champion, CSM copied

Terms are defined in the glossary. Coldforge’s version is Kickoff Pack (CAD $97 + applicable taxes).

Closed-Won packet vs onboarding portal

Packet

Portable PDF and docs. Done when Customer Success has context. No seats. Lives beside HubSpot, Pipedrive, or a shared drive — a one-page brief, plus a ledger, agenda, and intro email.

Portal

A place customers live for months: Gantt charts, tasks, branded rooms. Useful later. Too much for the first 48 hours after signature.

If you are choosing between a simple handoff packet and a full workspace, start with the packet. Upgrade when implementation actually needs a room.

Quick checklist

  • Closed-Won reason captured in the buyer’s language
  • Verbal promises listed against the contract
  • Stakeholders named
  • Risks and watch-outs flagged
  • Intro email drafted before Customer Success cold-calls the account

Get the free Sales to Customer Success Handoff Template

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