Define success together
Agree on the expected outcomes, stakeholders and constraints at the outset. A useful journey starts with what the customer wants to achieve, then establishes the steps needed to get there.
Make the handover clear
Share commitments across Sales, Customer Success and Service. Name an owner and give the customer a clear view of next steps, responsibilities and points of contact.
Review the first outcomes
Monitor adoption, difficulties and the value actually achieved. Review progress against the agreed goals and adjust support before friction becomes established.
