Sales to Customer Success Handoff Template

Hi [CUSTOMER NAME],

It’s great to meet you! I’m [YOUR NAME] , and I’ll be taking over for [SALES EXEC NAME] since you’re now officially a Dragon Inc customer. Congrats, by the way! We’re so happy you’ve decided to take our relationship to the next level.

As we embark on this experience together, I’ll be here along the way to make sure you have everything you need with. It’s my privilege to guide you through your journey at [COMPANY/PRODUCT NAME], and who knows, maybe we’ll share a few laughs along the way.

To get started, please schedule a meeting with me by replying to this email, and I’ll try to find a date and time that works for a brief onboarding session. This way, I can show you all the tips and tricks you need to best navigate all the opportunities [COMPANY/PRODUC NAME] can provide for you.

Best Regards,

[YOUR NAME]
Customer Success Manager