Free Handoff Template

Use this Handoff document template to bring clarity and structure to your handoff process. Fill it out manually for each deal, or use DealPage's AI to automatically customize it in seconds!

Download the Free Handoff Document Template

Follow best practices for account handoffs using this free template.

This handoff template includes sections for:

  • The Deal Team (internal)
  • Contacts at the Customer's Organization
  • Description of the Customer's Organization and Key Processes
  • Accomplishments During the Sales Process
  • Remaining Challenges
  • Opportunities for Account Growth
  • and more!
Thank you! Click below to start the download.
Free Handoff Template
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