Sales_to_CS_Handoff_Template.xlsx

	A	B	C	D	E
1	Sales-to-CS Handoff Template
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3	Field	Entry
4	Customer name
5	Opportunity name
6	Account executive
7	Post-sales owner
8	Customer segment
9	Deal stage
10	Contract date
11	Target kickoff date
12	Target go-live date
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14	Status	Meaning	Required action
15	Confirmed	Explicitly stated by the customer or confirmed in writing	Use it to prepare onboarding
16	Unclear	Discussed but not resolved	Assign an owner and resolution date
17	Not discussed	No reliable evidence that the topic was covered	Validate before or during kickoff
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20	Handoff section	Customer context	Status	Source	Owner and next action
21	Customer overview	Who is the customer? What triggered the evaluation? Why did they buy?
22	Goals and success criteria	What outcomes does the customer expect? How will success be measured?
23	Use cases and scope	How will the customer use the product? What is included or excluded? What commitments were made?
24	Product configuration and requirements	Which products, modules, workflows, or setup requirements are needed?
25	Integrations and technical considerations	Which systems need to connect? Are migration, SSO, security, or technical dependencies involved?
26	Stakeholders and roles	Who is the primary contact, champion, executive sponsor, technical owner, and day-to-day user?
27	Timeline and key milestones	What are the target kickoff and go-live dates, rollout phases, deadlines, and dependencies?
28	Risks, gaps, and open questions	What remains unresolved? Which assumptions, concerns, or dependencies require follow-up?
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