A TEMPLATE by Catalyst

The Best Sales to CS Handoff

The Sales to Customer Success handoff can make or break the customers’ experience. We’ve seen hundreds of handoff templates – some great and others…not so much. That’s why we’ve put together the greatest Sales to CS handoff template ever. Get ready to create a strong partnership between Sales and CS, collect the right information, and deliver the best customer experience ever!


Increased efficiency

Strike the perfect balance between not enough and too much information by including only the most important and relevant data points.


Stronger Sales <> CS relationships

Create repeatable, positive handoff practices with clear expectations for both teams.


Optimized customer experience

Your customers should never have to repeat themselves to your team—use this template to ensure everyone is up to date and on the same page.

client success platform
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