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:
- A customizable format to collect all relevant data regardless of the transition type
- Context centralizing and sharing to catalyze team collaboration
- 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.