World-Class Handoffs
1 min read
World-Class Handoffs

Join us as we talk with Brett Crossley, VP of Customer Success & Services at MetaCX, as he walks you through world-class handoffs and how you can improve this critical process to make it easier for your buyer to buy.

How to nail the handoff in 5 easy steps
1. Start with a shared success plan with outcomes that your customer cares about.
2. Introduce CS early with an eye toward the Internal Knowledge Transfer.
3. Avoid jump balls.
4. Memorialize the moment.
5. Standardize the ordinary, but create the space for the exceptions.