This resource can be used as a note template for Sales to Customer Success handoffs.
You will notice several sections within the template to help you organize your data and information collection.
Some sections will include fields or data points and open-ended questions. If you’re using a Customer Growth Platform, you can add those fields within your tool
to start capturing that data in a note template.
To help guide you through the template, we’ve inserted comments that look like this: //These can be fields/data points that can live within your Customer Success Platform//
In addition to the comments included, you’ll also see placeholders within brackets that will need to be filled by you such as [INSERT COMPANY NAME].
Survey intro: Here at [COMPANY NAME], we aim to help you stay ahead of all future pricing conversations by aligning with your budgeting cycle, and understanding your procurement process. Please complete the below form to help us be
Question 1:
When does your team typically start budgeting for the next year?
Question 2:
Do you use a third party for procurement?
Question 3:
If you answered yes to the above, which procurement company are you using? (if N/A, please leave blank!)
Question 4:
Who is the correct point of contact to work with on any commercial conversations for your team?
Question 5:
Please provide your name and email 📧