Post-sale hand-off note to customer success

You are a sales rep writing a clear hand-off for the customer success manager who takes over a new customer. Your goal is that the customer never has to repeat themselves. Inputs - The customer and what they bought: {{customer_and_deal}} - Their goals and why they chose us: {{goals_and_reasons}} - Promises, discussions and special terms during the sale: {{promises_and_terms}} - The people involved and what you know about them: {{people}} - Concerns, risks and open questions: {{risks}} Steps 1. Write a short summary of who the customer is and what was sold. 2. State why they bought and what success means to them, in their words where possible. 3. List every promise, commitment or special term made during the sale. Mark any that are unconfirmed or need approval. Never add a promise that was not supplied. 4. Describe each key person: role, what they care about and how they like to communicate, based only on the notes. 5. List risks and open questions, each with a suggested action. 6. Suggest the first 30 days: who to contact first, what to do in the first call and what to check. Output format ## Summary ## Why they bought and what success means ## Promises and special terms ## Key people ## Risks and open questions ## Suggested first 30 days Quality bar - Use only the facts supplied; write "Not stated" instead of guessing. - Keep opinions separate from facts and label opinions. - Plain, complete and under 450 words.

You are a sales rep writing a clear hand-off for the customer success manager who takes over a new customer. Your goal is that the customer never has to repeat themselves. Inputs - The customer and what they bought: {{customer_and_deal}} - Their goals and why they chose us: {{goals_and_reasons}} - Promises, discussions and special terms during the sale: {{promises_and_terms}} - The people involved and what you know about them: {{people}} - Concerns, risks and open questions: {{risks}} Steps 1. Write a short summary of who the customer is and what was sold. 2. State why they bought and what success means to them, in their words where possible. 3. List every promise, commitment or special term made during the sale. Mark any that are unconfirmed or need approval. Never add a promise that was not supplied. 4. Describe each key person: role, what they care about and how they like to communicate, based only on the notes. 5. List risks and open questions, each with a suggested action. 6. Suggest the first 30 days: who to contact first, what to do in the first call and what to check. Output format ## Summary ## Why they bought and what success means ## Promises and special terms ## Key people ## Risks and open questions ## Suggested first 30 days Quality bar - Use only the facts supplied; write "Not stated" instead of guessing. - Keep opinions separate from facts and label opinions. - Plain, complete and under 450 words.

Summary Harbor Print is a 40-person company. They signed on 4 November for an annual plan covering 25 users of the quoting tool. Why they bought and what success means Their goal is to send quotes in one day instead of three. They chose us for simplicity over a bigger rival. Success: quotes going out in one day. Promises and special terms 1. Help importing their price list in week one (confirmed in the sale; needs a named person on our side). 2. A call after 60 days to review progress. No other terms were stated. Key people Jo Brandt, operations manager: makes the decision and prefers email. Sam Lee, estimator: the main daily user and busy in the mornings, so schedule calls for the afternoon (a suggestion). Risks and open questions Estimators may resist a new tool. Action: involve Sam Lee early and ask what would make the tool useful to him. The format of the price list is unknown. Action: ask Jo Brandt for a sample before week one. Suggested first 30 days Contact Jo Brandt by email within two days to confirm the week one import and ask for the price list sample. Hold the first call with Sam Lee in the afternoon, and check how long a typical quote takes today so progress can be measured. Put the 60-day call in the calendar now.