When a sale closes, it’s easy to think the hard part is over. But in reality, that’s when the real work begins. The transition from Sales to Customer Success (CS) is pivotal, as it sets the stage for everything that follows. At the core of this transition is the Success Plan—a strategic roadmap that aligns the commitments made during the sales cycle with the ongoing efforts to drive customer satisfaction, adoption, and long-term growth. A well-crafted Success Plan is more than just a document; it’s the foundation of post-sales engagement. It maintains momentum, ensures accountability, and delivers on the promises…

The handoff between Sales and Customer Success can be a make-or-break moment in the customer journey. Done well, it sets a strong foundation for customer engagement, adoption, and long-term success. But done poorly, it can lead to confusion, missed expectations, and ultimately, churn. Many handoff processes haven’t kept pace with today’s multi-stakeholder buying processes and the need for priority-aligned solutions that deliver quantifiable results valued by company leaders and decision-makers. The Current Challenges of Sales-to-CS Handoffs Let’s start by understanding the key challenges that make sales-to-CS handoffs so complicated: Multi-Stakeholder Dynamics: The days of selling to a single decision-maker are…