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Live Masterclass - October 15, 2020

World-class handoffs

Let's be honest, the deal cycle handoff process is broken.

How often have you experienced a streamlined sales handoff - where the buying journey is completely coherent, and every touch you receive is aligned?

 The handoff is the critical moment where you can turn your buyers interest into loyalty - this should be a continuation of the goodwill and momentum generated in the sales cycle.

Join us as we talk with Brett Crossley, VP of Customer Success & Services at MetaCX, as he walks you through world-class handoffs and how you can improve this critical process to make it easier for your buyer to buy.

how to #nailthehandoff in 5 easy steps -

• Start with a shared success plan with outcomes that your customer cares about but be realistic with how much time you can spend with a customer

• Introduce CS early with an eye toward the Internal Knowledge Transfer - try to convey the things that aren’t written down (nuances between relationships and capture attitude with stakeholders)

• Avoid jump balls - make sure everyone knows who’s taking the lead at the handoff

• Memorialize the moment - if you can be celebratory at the handoff, you can make things a little more human

• Standardize the ordinary, but create the space for the exceptions

• See the slide deck here.