Woo! Sales has closed a deal! Now it's time to pass the torch to Customer Success.
Make sure that nothing gets lost in the shuffle so that each customer has the best experience and handoff.
Tools and insights to help you:
- Document Sales notes for Customer Success
- Streamline and customize your handoff process
- Collect the information Customer Success needs from Sales
Start with this template to create your workspace.
Make the cards yours by adding your micro-content.
Invite your team and start benefiting from your masterpiece!
"We actually pull up different cards during our sessions, and our reps talk about what they’ve learned, they ask clarifying questions, and then we modify cards as we go so that current best practices are captured and immediately available to all. Reps add content that they want to refer to in the future, because of how easy Kiite is to use."
"Being able to create playbooks and add several dimensions to the content while making it EASIER to navigate is amazing. The constraints of a spreadsheet have been lifted, and you don't have some of the ridiculous attributes of [other tools] that make them a nightmare."