5 Great Sales To Customer Success Handoff Email Templates To Copy & Paste

The handoff from your sales team to customer success is a pivotal moment in your customer's journey. Getting it right sets the stage for a long-term relationship.

We've put together five email templates to cover different handoff scenarios. Using a template helps ensure you share all the right information, creating a seamless transition for your new customer.

Tips for Writing Sales To Customer Success Handoff Emails

• Make the introduction personal. Instead of a generic intro, explain why the specific customer success manager is the right person for the job. Mentioning something like, "I've looped in Sarah, who has a ton of experience helping clients in your industry," shows you've been thoughtful about the transition.
• Reiterate the customer's goals. Briefly recap the main objectives the customer shared with you. This confirms you were listening and aligns the entire team—including the customer—on what success looks like right from the start.
• Set clear expectations. Ambiguity is the enemy. Be specific about what happens next. Don't just say someone will be in touch; say, "Alex will email you tomorrow to schedule your kickoff call." This gives the customer a clear and immediate path forward.
• CC the customer success manager. This is a simple but powerful move. It turns a formal handoff into a warm, group introduction. It shows the customer they have a unified team behind them, not that they're being passed from one department to another.

Types of Sales To Customer Success Handoff Email Templates We Will Cover

1. Welcome Aboard Email Template
2. Onboarding Introduction Email Template
3. Account Transition Email Template
4. Next Steps Email Template
5. Meet Your Success Manager Email Template

5 Sales To Customer Success Handoff Email Templates

1) Welcome Aboard Email Template

<template>

Subject: Welcome to [Company Name], [Customer Name]!

Hi [Customer Name],

On behalf of our team, welcome to [Company Name]. We are excited to have you with us and are ready to help you achieve [Customer's Primary Goal].

To get you started on the right foot, I'd like to introduce you to [CSM Name], who will be your dedicated Customer Success Manager. I've personally briefed them on our conversations, and their experience with [Relevant Industry or Goal] makes them the perfect person to guide you.

[CSM Name] is copied on this email and will be your main point of contact moving forward. They will reach out within [Timeframe, e.g., the next business day] to schedule your onboarding call and map out your success plan.

It has been a pleasure working with you, and I am confident you are in great hands.

All the best,

[Your Name]

[Your Title]

[Company Name]

</template>

2) Onboarding Introduction Email Template

<template>

Subject: Getting Started: Your Onboarding with [Company Name]

Hi [Customer Name],

Now that you're officially on board, our top priority is to get you set up for success. This email kicks off your onboarding process.

I'd like to introduce you to [Onboarding Specialist's Name], who will be your guide through the initial setup. They specialize in helping new customers like you get acquainted with our platform and will ensure you have everything you need to start creating.

[Onboarding Specialist's Name] is copied here and will reach out shortly to schedule your first session. In that call, you'll cover [Key Onboarding Step 1, e.g., connecting your domain] and [Key Onboarding Step 2, e.g., importing your subscribers].

I've enjoyed our conversations and am excited to see what you accomplish with [Company Name]. You're in excellent hands with [Onboarding Specialist's Name].

Best,

[Your Name]

[Your Title]

[Company Name]

</template>

3) Account Transition Email Template

<template>

Subject: Your New Point of Contact at [Company Name]

Hi [Customer Name],

I'm writing to introduce you to your new point of contact for your account. As you continue to grow with us, we want to ensure you have the best long-term support.

With that, I'd like you to meet [New Account Manager's Name], who will be taking over as your primary contact. I've brought them up to speed on your account history and your goals, like [Customer's Goal], and they will be your go-to resource for any strategic needs moving forward.

[New Account Manager's Name] is copied on this email and will be in touch soon to formally introduce themselves. All future account-related communication will come from them.

It has been a pleasure working with you, and I am confident this transition will set you up for continued success.

Best regards,

[Your Name]

[Your Title]

[Company Name]

</template>

4) Next Steps Email Template

<template>

Subject: Your Next Steps with [Company Name]

Hi [Customer Name],

I'm writing to outline the immediate next steps to get you started. To ensure you have a seamless experience, I've introduced you to your dedicated point of contact for this next phase.

I'd like you to meet [CSM Name], who is copied on this email. They have been fully briefed on your goals, specifically [Customer's Primary Goal], and will be your partner in bringing your vision to life.

[CSM Name] will be in touch within [Timeframe, e.g., 24 hours] to schedule your kickoff call. This first session is designed to get you comfortable and confident right away.

It's been a pleasure getting to know you and your business. I'm excited to see what you achieve with us.

Best,

[Your Name]

[Your Title]

[Company Name]

</template>

5) Meet Your Success Manager Email Template

<template>

Subject: Meet [CSM Name], Your New Success Manager

Hi [Customer Name],

I'm excited to introduce you to your dedicated Customer Success Manager, [CSM Name]. They will be your strategic partner moving forward, ensuring you have everything you need to succeed with [Company Name].

I've brought [CSM Name] up to speed on your goals, particularly [Customer's Primary Goal]. Their expertise in [Relevant Skill or Industry] will be a great resource for you as you get started.

[CSM Name] is copied on this email and will be your primary point of contact from now on. They will reach out shortly to schedule a proper introduction.

It has been a pleasure working with you. I am excited to see what you accomplish.

Best,

[Your Name]

[Your Title]

[Company Name]

</template>

What About Using Flodesk?

A smooth handoff relies on clear, professional communication, and the right tool makes all the difference. Flodesk gives you an intuitive way to create and send beautifully designed emails, no coding required.

You can use these templates and our powerful automation features to ensure every new customer has a seamless experience. See how simple it is to manage your customer communications by starting with Flodesk.

Wrapping Up

A thoughtful handoff from sales to customer success sets the foundation for a strong customer relationship. Use these templates as a blueprint to create a consistent and welcoming experience for every new customer.

To put these templates into action, you need a platform that makes sending beautiful emails simple. Start building your customer journeys with Flodesk today.