Draft my intro email to [CSM/Onboarding Rep] for [Account]. Include:
– Buyer goals, success criteria, and use cases discussed during sales
– Next steps agreed upon during closing (kickoff date, onboarding plan, timelines)
– Open items to resolve (e.g., technical setup, contract clarifications, data migration)
– Key stakeholders to involve in onboarding (decision-makers, admins, end users)
– A tone that is warm, professional, and positions CS as the trusted guide
Ensure the email is concise, collaborative, and sets up a smooth handoff for the customer.
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