CS and Sales this is for you both.
Listen up.
So Sales you’ve done the hard work. You nailed the demo, answered the objections, built the business case and the deal is signed. 🎉 YAY.
But … that signature isn’t the finish line.
It’s the starting line of your customer’s journey. Woooh.
One of the most overlooked (but most important) moments in sales is the handover to Customer Success. And honestly, CS don't get enough recognition.
A great handover builds trust and momentum.
The problem with traditional handovers:
Sales moves on. CS gets a few scattered notes or a brief project kickoff. The customer can often feel like they’re stuck repeating pain points, re-sharing timelines.
Buyers expect personalisation, clarity, and seamlessness, not to feel like they’ve been thrown over the fence. It's sooo important! So here are some tips for a smooth transition.
Sales to CS handover tips
- Share detailed context: Beyond the contract, provide insights into the customer’s goals, challenges, pain points, and buying motivations. The more your CS team knows, the better they can engage.
- Document everything: Keep all communication, meetings, and key decisions well-documented and easy to access. This avoids repetition and ensures a smooth conversation with the customer. (Perfect place? Trumpet Pod of course)
- Mutual goals: Ensure both teams share KPIs that focus on customer outcomes, not just internal metrics. This aligns efforts toward customer success, rather than just process completion.
- Focus on relationship building: Onboarding is about more than just the product; it’s about building a relationship with your customer. Make sure your CS team approaches this phase with empathy and focuses on long-term success. Woooh.
Enter trumpet Pods 🎺
Our interactive digital sales rooms are designed to carry the momentum from sales into success.
With a Pod, your Customer Success team isn’t starting from scratch. They step into a shared workspace that already includes:
✅ Mutual Action Plans
✅ Meeting summaries
✅ Key goals and success metrics
✅ Pricing and procurement docs
✅ Technical info and timelines
And because Pods are live and collaborative, CS can update them with onboarding resources, training, and key next steps, without ever chasing for the latest PDF.
It doesn’t stop there: 👀
Real-time engagement insights let your CS team know who’s active (and who’s not)
🔔 Triggers and alerts flag moments that need attention
🧭 Auto-generated org charts help with multi-threading from day one
Tooting our own trumpet.
Why this matters:
The handover sets the tone. We can't stress it enough. So getting it right, and you accelerate onboarding, boost satisfaction, and create more upsell opportunities later down the line.
Remember, onboarding isn’t just a process. It’s a relationship. And great relationships start with great communication.
For all things Digital Sales Rooms book a quick call with our awesome Account Executives:
.png)
.png)
.png)
.png)
.png)
.png)
![How to Get Started with Buyer Enablement [With Examples]](https://cdn.prod.website-files.com/65cf4fecbed2754c2236665d/65cf4fecbed2754c22366bdb_65a5af83e742f76e34ce06f3_Customer%2520Onboarding%2520_%2520Everything%2520you%2520need%2520(2).png)