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update handoff
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amenne authored Mar 5, 2024
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Expand Up @@ -107,14 +107,14 @@ A critical last step in the sales process is to hand off the opportunity to the

The overall process is captured [here](../../ta/enterprise-success/team-culture/processes.md#post-sales-handoff). It's most important that CE knows the process is slightly different depending on the [customer segmentation](../../ta/index.md#customer-segmentation) and whether they will be managed by a named, dedicated TA or part of our digital, scaled success program.

Need-to-know's for a named TA account:
Need-to-know's for all accounts:
- CE handles the production license for any net new business opportunity or expansion.
- If a separate production cloud instance is required, CE handles the creation request

- TA will handle the production license
For a named TA account:
- CEs are expected to participate in a formal knowledge transfer / hand-off with the TA before the deal closes
- CE should collect relevant information (doc links, channels, etc.) to make for a productive session
- CE should participate in the post-sales kick-off call; after that, CE should roll off of the account until / unless there is an active expansion opportunity.

Need-to-know's for a digital, scaled success account:

- CE must handle the production license, and if a separate production cloud instance is required, should handle the creation request of that.
Need-to-know's for a digital & scaled success accounts:
- CE, as part of hand-off, should map the appropriate roles on the contacts in Salesforce. See role definitions [here, step 7](../../ta/enterprise-success/team-culture/processes.md#process-overview).

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