Sales to Service Handoff Template

Account Executive Details

• Name

• Contact info

• Email

Account Manager Details

• Name

• Contact info

• Email

Client Details

• Company name

• Company size

• Point of contact

• Signing date

• Project start date

• Project end date

• Signing authority

• Contract copy

• Project scope

Goals and metrics

• Goal 1

  • Metric

• Goal 2

  • Metric

• Goal 3

  • Metric

• Goal 4

  • Metric

Current tools

• Tool 1

• Tool 2

• Tool 3

• Tool 4