Customer Hand-Off

In relay races, defining moments don't occur at the finish line; they happen when the baton gets passed from one runner to the next. This is no different in business. Customer transitions can be tricky. Make sure you get them right every time with our customer handoff template.

Strong customer relationship management is crucial to long-term success—it costs five times more to attain a new customer than retain an old one. And customer handoffs are the linchpin. This meeting note template sets you up for true customer success with the following benefits:

1. A customizable format to collect all relevant data regardless of the transition type
2. Context centralizing and sharing to catalyze team collaboration
3. A consistently great customer experience that sets all parties up for success
   

This customer handoff template provides a consistent way to transmit relevant knowledge through your business. Tailor it to fit any departmental transfer. So whether you're transitioning a client to customer success or account management, you can always gather the right insights.

You can also start all involved parties off on the right foot with context sharing capabilities. Easily keep your teams aligned on the customer's unique priorities, workstyle, and needs so they can pick up right where you left off and start taking meaningful action immediately.

By giving your team a clear understanding of the client, this meeting note template doesn't just let you set expectations; it lets you set a new standard for customer experience. It's a win-win situation for everybody involved.

Accomplish objectives better. Establish trust faster. And exceed expectations every time.