Customer Success Account Handoff
Structured CSM-to-CSM transition: outgoing CSM packages the account dossier, joint call introduces the new owner, customer is notified, and the receiving CSM closes the loop with an independent check-in and a 30-day follow-up.
For: Outgoing CSM & Receiving CSM teams
What this template includes
Process steps
- 1Handoff intake & customer segment
- 2Outgoing CSM — account dossier
- 3Receiving CSM — handoff readiness
- 4Strategic — exec intro & VP sign-off
- 5Joint call & customer notification
- 6First independent check-in & 30-day follow-up
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