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Brief customer success on won deals.
Create an agent assignment that prepares every won deal for customer success, from what the customer bought and was promised to the handoff you approve.
Use this templateHow the agent prepares the customer handoff.
The agent drafts the handoff for customer success: why they bought, who is who, and every promise made.
How this agent manages handoffs to customer success.
The data and records the agent needs access to in order to deliver the work, and where you want it delivered.
How this agent manages handoffs to customer success.
What it reads
The closed deal in the CRM with its contacts and who is who at close, the signed order form, and call transcripts across the deal. The proposal, emails, security records, and your product docs and roadmap add context where available.
Where the work lands
Full handoff pack on Trig, delivered as a direct message in your internal chat, such as Slack, to the account manager, then shared with the customer success manager once approved.
Your decisions
Your team resolves each flagged promise and approves the pack before customer success sees it. Trig sorts promises by what the records show. Agents access only records you allow and carry out only actions you approve.
What the agent hands your team.
Everything customer success needs from the sale, with promises that need attention first, ready to edit and approve in just a few clicks.
- 1Promises. Each commitment made in the sale, checked against the contract and the product.
- 2Their words. Why they bought, quoted with who said it and when.
- 3People. Who is who at the customer, and who to meet first.
- 4Contract. What was sold, checked across the order form, proposal, and CRM.
Frequently asked questions.
What is a customer success handoff agent?
It is a Trig agent set up to hand each won deal to customer success. Agents can be fully customized to work based on your own unique handoff signals, conditions, and situations. In this configuration, the agent works on deals marked closed won in the CRM and drafts the handoff within 24 hours. The agent checks what was sold, sorts every promise made in the sale, quotes why the customer bought, and drafts the intro call plan for your approval.
How does Trig know which promises need attention?
Agents can be configured to read the calls and emails across a deal and check each commitment against your records. In this template, each promise is sorted as in the contract, in the product, on the roadmap, or not deliverable, using the order form and your product docs and roadmap. Roadmap and not-deliverable promises come first. A promise the records can’t settle is marked unclassified, with who should check it.
What does the agent prepare for my team?
In this template, the agent is configured to deliver a handoff pack for each won deal that meets your targeting conditions. It opens with the contract value, term, dates, notice period, intro call due date, and promises that need attention. Then it shows why the customer bought in their words, who is who and who to meet first, what was sold across the order form, proposal, and CRM, the rollout they expect, and risks raised in the sale. It also drafts the intro call plan.
Will the agent contact the customer or share the pack without my approval?
No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the pack goes to the account manager as a draft, and Trig shares it with the customer success manager only once you approve it. The pack keeps every promise found in the records and shows roadmap items as Product’s plans.
What does the agent need access to?
The closed deal in the CRM, the signed order form, and call transcripts across the deal. The proposal, customer emails, security records, your product docs and roadmap, and the assigned customer success manager add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.
Can we change how the template works?
Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.
How long does it take to set up this template?
A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your won deals.