A key part of the customer onboarding process is the transition from sales.

And most #customersuccess teams feel like they never have enough information about new clients when they come across.

The bottom line?

We start the customer relationship off on the wrong foot by asking, "So why did you decide to buy our product?"

- Pre-sales surveys
- Post-sale surveys
- Inserting CS into the sales cycle
- Internal transition meetings

...a few options for solving this problem.

What process do you use for sales to CS transitions? 👇


p.s. Jeff and I will be talking through this, among other things, with Justin Welsh on the Gain Grow Retain podcast today.

Stay tuned later this week for that episode (and thanks for listening if you do).

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