SALES-TO-CS HANDOFF TEMPLATE

ACCOUNT
Account name: 
Deal / plan and term: 
Close date: 
Target kickoff date: 
Sales owner (AE): 
Customer Success owner (CSM): 
Handoff completed on: 

1. WHY THEY BOUGHT (ACCOUNT CONTEXT)
Trigger: what happened that made them act? 
Alternative they rejected, and why: 
Outcome they will measure, in their words: 
Date or event they care about most: 

2. COMMITMENTS IN THE CONTRACT
Scope and plan: 
Price, term and renewal date: 
Go-live or delivery dates in writing: 
Anything the order form excludes: 

3. PROMISE LEDGER (EVERYTHING SAID THAT IS NOT ALREADY IN THE CONTRACT)
Status is one of: agreed, still to confirm, not in the contract.
Promise | Said by / when | Written where | Status | Owner | Due
 |  |  |  |  | 
 |  |  |  |  | 
 |  |  |  |  | 
 |  |  |  |  | 

4. STAKEHOLDERS
Role | Name | What they care about | Contact
Economic buyer |  |  | 
Champion |  |  | 
Day-to-day admin |  |  | 
Possible blocker |  |  | 

5. RISKS AND WATCH-OUTS
Migration or data work: 
Security or legal review still open: 
Champion change or other people risk: 
Dates that were never scoped: 

6. FIRST 30 DAYS
Days 1 to 7: kickoff call, confirm the ledger, name the owner for every open item: 
Days 8 to 14: first deliverable or first live use: 
Days 15 to 30: first result review against the outcome they measure: 

Owner of this handoff: ______________   Date: ______________