Your sales team has just closed a new customer and everyone's excited! But now comes the crucial question: how smooth is the transition from sales to your post-sales teams? If you've ever been part of a rocky handoff, you know it's a common issue.

A GREAT handoff amplifies customer excitement, while a BAD one can deflate it just as quickly.

The solution lies in building effective systems. They ensure your onboarding and customer success teams have all they need to keep growing the customer relationship and helping customers maintain their momentum to achieve their goals.

This sales to customer success handoff is the first step to connecting your customer experiences in HubSpot.

Follow the full playbook below, or watch our video walkthrough to make sure you're nailing the setup.

Before we dive into all the tactical tips for automating your sales handoff process in HubSpot, let's make sure we're on the same page about the importance of a GREAT sales to customer success handoff.

If your handoffs are leaving customers in the dark, they're much more likely to deprioritize your solution and ultimately churn.

Streamlining the process to remove tedious tasks not only keeps your team focused on building valuable relationships, but also helps customers maintain their momentum.

To make sure your onboarding and success teams have all the information they need, it's important to set required properties for your sales teams to fill out when deals get moved to “closed won”.

This setup streamlines the handoff process, ensuring every essential detail is readily available for a smooth and efficient start to the customer journey.

A key aspect of successful sales handoffs involves ensuring that your customers feel heard during the sales process and don't have to repeat themselves again during onboarding.

You can set up a HubSpot workflow to make sure you have everything you need to kick off your onboarding process and make sure you don't have to ask your customer the same questions twice.

In this workflow, we're also setting up a piece of our renewal process, but we'll get into that more in part 4.