Key pointers in Sales - CS Handover

This template is designed to aid in understanding key points for Sales to Customer Success handover.

Contributed by:
Raman Bindra

Processes & programs

Raman Bindra is a results-driven professional, who has more than a decade of Customer Success and Account Management experience. He has vast experience of building processes from scratch to maintain long-lasting relationships with clients. A strong believer in being a Data Driven Customer Advocate and setting high standards for the Customer Delight Factor.

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Key pointers in Sales - CS Handover

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Churn aftermath meeting template

Contributed by: Natalie (Tomashov) Andronov

Natalie Andronov is a CS Operations professional with over a decade of experience in Customer Relations, Customer Success, and Operations. With a background as both a CS leader and individual contributor, Natalie is dedicated to building and optimizing processes and implementing data-driven strategies.

Natalie (Tomashov) Andronov
Internal meetings
Account Health Tracker Template

Contributed by: Anupriya Khemka

Anupriya is an experienced Customer Success Manager at Jio Haptik with over 7 years of experience in various industries, including ed-tech and policy impact evaluation. She is passionate about building data-driven customer success teams and cultivating strong client relationships.

Anupriya Khemka
Processes & programs