Assess how well Sales collaborates with CS on customer handoffs. Include:
– Collaboration metrics: handoff-brief completeness rate, time from close-won → CSM intro, % with kickoff scheduled ≤7 days, % with stakeholder map & success criteria documented
– Process adherence: use of standard handoff template, required fields/checklist completion, SLAs met
– Communication quality: clarity of intro emails, meeting notes, and context provided to CS
– Impact: onboarding delays, time-to-value, early risk signals tied to poor handoffs
– Benchmarking: compare by team/segment and against top performers
– Recommendations: process fixes, SLAs, field requirements, enablement/training, feedback loop, ownership
Provide a dashboard-style summary, an overall collaboration score (0–100), and 3 prioritized actions to improve next quarter.
.jpeg)
.png)
.png)
.png)
