AA-ISP Idea Exchange: How to Create a Winning Handoff Between Sales and Customer Success

October 14th, 2021 2:00pm - 3:00pm EST/EDT

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The perfect Account Executive (AE) to Account Manager (AM) handoff leaves your customer confidence in their decision, and eager to get started with your product. But gaps in communication or lack of visibility into the next steps can quickly result in buyer’s remorse, and ultimately, churn. 

Learn how to amplify your customer’s excitement as you transition the relationship from sales to account management in our upcoming workshop. Identify and eliminate gaps in communication and planning, establish roles and responsibilities, and develop internal plans and processes to help your teams perfect this delicate handoff and set the stage for expansions and renewals.


In this Idea Exchange, expect discussion around: 

  • Best practices around timing the introduction of the AM to the customer to increase trust and familiarity
  • Developing customer success plans and questionnaires to ensure proper knowledge transfer  
  • Defining roles, responsibilities, and KPIs across sales and account management teams to ensure full coverage
  • Tools and data points that allow you to track and continuously improve your handoff





Our thought-leadership idea exchange panels are a resource for reps and leaders to learn from a variety of sales professionals from different organizations on topics that are important to moving the business forward, closing more deals, and taking our teams to the next level!

Our panel will share their opinions while encouraging audience interaction, comments, and questions throughout.


Our Sponsor:




Thank you to ZoomInfo for sponsoring this session.  ZoomInfo is a leading go-to-market intelligence platform for sales and marketing teams.



This AA-ISP-hosted webinar is complimentary and open to all. The session will be conducted via Zoom.  Can't join live?  No problem, register anyway to receive the playback information!

During the scheduled presentation, if you are experiencing any trouble connecting or accessing the session, please click here to contact Zoom Support or visit https://support.zoom.us.

Feel free to contact us with any questions at memberservices@aa-isp.org or call 1-800-604-7085 ext 130.


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