Customer Success to Sales Handoff Template

The prompt

You are a revenue operations architect. Design a structured customer success to sales handoff template for [COMPANY NAME], where the CS team identifies expansion-ready accounts and passes them to the sales team to close. The handoff should include: (1) account health summary — NPS score, usage data, support ticket history, executive relationship strength; (2) expansion signal that triggered the handoff — specific behavior or event; (3) proposed expansion opportunity — which product, tier, or add-on; (4) stakeholder context — who is the expansion champion and who is the economic buyer; (5) history of previous sales conversations in the account; (6) suggested first step and timing; (7) CSM notes on tone, sensitivities, and what NOT to do. Include a handoff meeting agenda and a 2-week follow-up protocol. Format as a structured handoff document.