Welcome to the Challenge

Transition Your First Customer

Applicable Roles

  • Customer Success

Est. Time

10 min.


All Skill Levels

Successfully try on what it's like to transition a new customer who newly signed up for your product.

In this challenge you will practice these skills:

Experience these core responsibilities:


New client sales handoff

The sales team has sold your software to a new client has brought. With any handoff, you want to make sure it's easy and seamless for the client.


Create a Kickoff Agenda

Set the tone for your relationship with your first client


Solving Implementation Roadblocks

It’s time to build the implementation plan to onboard the customer by breaking down the specific tasks to ensure they are set up for success.

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