Summarize enterprise handoff quality, flag expansion risks, and equip CS to protect value and uncover growth opportunities.
For enterprise accounts, summarize how well the handoff was executed. Include:
– Completeness of the handoff (deal history, buyer goals, commitments, risks)
– Stakeholder coverage: decision-makers, champions, admins, and expansion influencers
– Alignment between sales promises and CS delivery (features, timelines, SLAs)
– Risks that may affect expansion or renewal (e.g., adoption gaps, executive sponsorship, competitive threats)
– Early signals of expansion potential (cross-sell, upsell opportunities)
– Recommendations for CS to protect value and position for growth
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