CS-to-sales expansion handoff template

What is a CS-to-sales expansion handoff playbook?

It's a working template for deciding who owns each stage of an expansion opportunity, spotting it, qualifying it, and closing it, and ensuring the customer never feels the seam when the deal moves from your success team to your sales team.

What's inside the template?

Five sections, each building on the last, from your current state to a fully aligned operating model:

1. Map your current model
2. Define ownership across identify, qualify, and close
3. Design your warm handoff moments
4. Align your KPIs so both teams win together
5. Put the supporting systems in place

How to use the template

Before you touch process, get honest about where the line already sits today, then work through the sections with your CS and sales leads in the same room. The ownership split, the handoff checklist, and the KPI table all depend on both teams agreeing to the same definitions.

Revisit section five every quarter. The systems you put in place are the early-warning system that tells you whether the model from sections two to four is actually holding, or quietly drifting back to how things used to work.

Download your CS-to-sales expansion handoff template

CS-to-sales expansion handoff template

CS-to-sales expansion handoff template Define who owns identify, qualify and close, and design a handoff your customer never feels When customer success and sales both touch expansion revenue, unclear ownership shows up fast. Deals stall waiting for someone to pick them up, customers get pitched…

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