How to Perfect the Sales to Customer Success Handoff and Kick off Call

February 22, 2019 Amity Team

The handoff from Sales to Customer Success is the key to starting a successful customer onboarding process.

In this webinar from February 20, 2019, Elizabeth Italiano of WnTD Partners and Customer Success Master Class Series discusses:

  • Why it's important and the impact on CS and organizations as a whole
  • How to get Buy-In
  • The 5 Systematic Steps for Creating and Executing the Sales to CS Handover Process
  • What to do when you don't get buy-in from Sales
  • Strategy and Tactics for CS Leaders on how to enable their team's Sales to CS Handoff efforts
  • Effective Kickoff call strategies and tactics


About the Author

Amity Team

Amity provides the world's most powerful Customer Success software. Amity, senses changes in customer health or rhythms, recommends the right actions and measures effectiveness. The combination of real-time playbooks, intelligence and automation helps customer success organizations scale quickly and efficiently.

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