The moment a new customer signs on is exciting, but the work doesn't stop there. Nailing the handoff from your sales team to your customer success team is key to turning that initial excitement into long-term loyalty.
That's where a solid handoff email comes in. Using a template ensures nothing gets lost in translation and sets a consistent, positive tone from day one.
<template>
Subject: Welcome to [Your Company Name], [Customer Name]!
Hi [Customer Name],
Welcome to [Your Company Name]! We're excited to have you on board and look forward to helping you achieve your goals.
To ensure a smooth start, I'd like to introduce you to [CSM Name], your dedicated Customer Success Manager. They have been fully briefed on our conversations about [mention a key goal or project] and will be your main point of contact moving forward. Their role is to help you get the most value out of our platform.
The first step is to schedule your personalized onboarding session. Please use this link to find a time that works best for you: [Link to Calendar].
We are all here to support your success.
Best,
[Your Name]
[Your Title]
[Your Company Name]
</template>
<template>
Subject: Getting Started: Your Onboarding with [Your Company Name]
Hi [Customer Name],
Following up on [Sales Rep’s Name]’s email, I wanted to personally introduce myself. I’m [CSM Name], and I’ll be your dedicated Customer Success Manager here at [Your Company Name]. My role is to guide you through the onboarding process and ensure you have everything you need to succeed.
[Sales Rep’s Name] told me you’re looking to achieve [mention a key goal], and I’m excited to help you get there. The first step is to schedule your onboarding call, where we will walk through the platform and tailor it to your specific needs.
Please use this link to find a time that works for you: [Link to Calendar].
Looking forward to connecting,
[Your Name]
[Your Title]
[Your Company Name]
</template>
<template>
Subject: Your Account Transition to [CSM Name] at [Your Company Name]
Hi [Customer Name],
I'm writing to formally introduce you to your new primary contact at [Your Company Name], [CSM Name]. I've thoroughly briefed them on our discussions, particularly your focus on [mention a key goal or project], to ensure a smooth continuation of your progress.
Going forward, [CSM Name] will be your dedicated partner. They will handle your account, answer any questions, and help you get the most out of our service. All communication regarding your account should be directed to them to keep things simple and efficient.
[CSM Name] will be reaching out to you shortly to connect and discuss your immediate next steps.
It's been a pleasure working with you, and I'm confident you're in great hands.
All the best,
[Your Name]
[Your Title]
[Your Company Name]
</template>
<template>
Subject: Your Next Steps with [Your Company Name]
Hi [Customer Name],
To keep your momentum going, I want to outline the immediate next steps. I've handed things over to [CSM Name], who will be your main point of contact and guide from this point forward.
First, [CSM Name] will reach out within the next business day to schedule your kickoff call. This is where you’ll align on your goals and create a plan for success. In the meantime, we encourage you to log in to your account and get familiar with the dashboard here: [Link to Login Page].
We’ve designed this process to be straightforward so you can start seeing value right away. Keep an eye out for that email from [CSM Name].
We're excited to partner with you.
Best,
[Your Name]
[Your Title]
[Your Company Name]
</template>
<template>
Subject: Meet Your Success Manager, [CSM Name]
Hi [Customer Name],
I'm [CSM Name], your new Customer Success Manager at [Your Company Name]. I'm taking the reins from [Sales Rep’s Name] to guide you from here.
My focus is to help you achieve [mention a specific goal, e.g., designing beautiful emails that convert]. I'm here to make sure you have the resources and support to do just that. [Sales Rep's Name] mentioned your interest in [reference a specific detail from the sales conversation], and I'm ready to help you explore that further.
To get started, I'd like to schedule a brief call to introduce myself properly and map out your first steps. You can book a time that works for you here: [Link to Calendar].
I'm looking forward to seeing what you create.
Best,
[Your Name]
[Your Title]
[Your Company Name]
</template>
Once you've selected the right sales to customer success handoff email template, you'll need a tool to send it. Flodesk provides intuitive email marketing tools designed for small businesses, allowing you to grow and monetize your email list with ease. You don't need any coding or design experience to create, send, and automate emails that connect with your audience and drive revenue.
Join the community of over 100,000 businesses that use Flodesk to send high-converting emails. Our platform gives you access to an intuitive email builder, effective automations, and well-designed forms. We provide everything you need for your email marketing, stripping away the complexity so you can focus on your business.
A thoughtful handoff from sales to customer success is the first step in building a strong customer relationship. With Flodesk, you can design and automate these emails to ensure every customer has a consistent and professional onboarding experience.
Our intuitive builder lets you create beautiful emails without any design experience. Sign up for Flodesk to start sending communications that reflect the quality of your business.
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