How to improve the customer handoff from one team to the other - Deepstash

How to improve the customer handoff from one team to the other

  • Agree on definitions. Your customer acquisition playbook should highlight the definitions and terms.
  • Agree on the process/workflows. For example, a prospect that hits a qualifying leads score should be contacted by SDR in 48 hours.
  • Track, measure and optimize handoff.

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chrisdunc

Intelligence analyst

The idea is part of this collection:

Onboarding Matters

Learn more about startup with this collection

How to create a successful onboarding process

Why onboarding is crucial for customer retention

How to measure the success of onboarding

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