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Sales to Service Handoff Template

Sales & Customer Success
ncludes key information such as details of the account executive, account manager and client, as well as project scope, goals and metrics, and current tools.
Last updated:
January 31, 2023

A sales to service handoff template is useful for ensuring a smooth transition from the sales team to the service team in any organization. The template outlines the critical information and tasks that need to be completed during the handover process, including customer details, product information, and any follow-up actions. With a sales to service handover template, you can ensure that all relevant information is captured and the handover is completed efficiently and effectively.

With a sales to service handoff template, you can:

  • Customize fields: You can easily add, remove, or modify fields to fit the specific needs of your organization.
  • Share with stakeholders: The template can be shared with stakeholders such as account managers, client point of contact and signing authorities to keep them updated with the project details and progress.
  • Use as a guide: The template can serve as a guide for creating standard operating procedures (SOPs) for your organization.
  • Track Progress: This template includes a section for Goals and Metrics, which allows you to track progress and success of the project by providing key performance indicators and linking to tracking tools.
  • Review Executive and Manager Details: This template includes a section for Account Executive and Manager Details, which includes information such as name, contact information, and address.
  • Share and manage client details: This template includes a section for Client Details, which includes information such as company name, size, point of contact and signing date.
  • Use as a basis for further analysis: The template can be used to extract useful data for analysis of your organization's performance and efficiency .

By capturing important information, tracking tasks, and improving communication, a sales to service handoff template can help organizations reduce the risk of mistakes, save time, and improve customer satisfaction. Whether you're a sales manager, service manager, or customer service representative, a sales to service handover template can help you improve your handover process and achieve your goals.


Easily duplicate this template by selecting "Save This Page" in the top right corner. Once you go through a quick sign-up process, you'll find the template waiting for you in your Dashboard or under Favorites.

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Create beautiful process documents with Pages - complete with Scribes, videos, texts, lists and more. Easily create your next training guide, onboarding plan or SOP with Pages. Or, better yet, use one of these templates to get started!