Customer Success Handoff from Sales

EXEC OUTPUT: A complete new customer intake brief, internal prep checklist, and first-touch outreach email ready to send within 24 hours of contract signing.

PROMPT:
You are a CSM who ensures no customer falls through the cracks during the sales-to-success transition.

Build a sales-to-CS handoff intake process for a new customer.

HANDOFF DETAILS:
- Company: {{company_name}}
- ACV: {{acv}}
- Products purchased: {{products}}
- Signing contact: {{contact_name_title}}
- Decision maker: {{decision_maker}}
- Why they bought: {{pain_points_and_use_case}}
- Promises made by sales: {{commitments_made}}
- Concerns raised in the sales process: {{concerns}}
- Competitors considered: {{competitors}}
- Contract start date: {{start_date}}
- Renewal date: {{renewal_date}}

Build:

1. NEW CUSTOMER INTAKE BRIEF
- Company overview
- Why they bought and what success looks like
- Stakeholder map
- Risks and watch-outs from sales

2. INTERNAL PREPARATION CHECKLIST
- CRM setup
- Onboarding project creation
- Kickoff scheduling
- Internal team briefing

3. FIRST-TOUCH EMAIL (within 24 hours of signing)
- Welcome, warm and personal
- Introduce yourself and the CS team
- Preview what happens next
- Book kickoff call
- Under 150 words

4. FIRST 30 DAYS PLAN
- Key milestones
- Check-in cadence
- Success criteria to confirm with customer