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Home > project handover checklist for b2b saas company departments

project handover checklist for b2b saas company departments

Transfer all code repositories and documentation to new team members

Provide access to all necessary tools and systems

Conduct knowledge transfer sessions with new team members

Ensure all outstanding tasks are completed before handover

Transfer all customer accounts and contacts to new team members

Provide training on sales processes and strategies

Update CRM system with all relevant information

Ensure all pending deals are properly handed over to new team members

Transfer all customer success plans and documents to new team members

Provide training on customer success processes and best practices

Update customer success tools with all necessary information

Ensure all ongoing customer relationships are properly handed over to new team members

Transfer all marketing campaigns and assets to new team members

Provide training on marketing strategies and tactics

Update marketing automation tools with all necessary information

Ensure all ongoing marketing initiatives are properly handed over to new team members

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