Which of the following is included to ensure a smooth handoff to Customer Success?

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A smooth handoff to Customer Success relies on clear transition artifacts that define what happens next, who is responsible, and how progress will be measured. The onboarding plan, success criteria, key contacts, and a collaborative kickoff provide exactly this: an actionable roadmap that maps out steps, timelines, and responsibilities; concrete, measurable goals so both teams know what success looks like; direct points of contact to avoid delays; and a joint kickoff to align expectations and establish how communication will work. This combination creates continuity and ownership as the customer moves from implementation to ongoing success.

The other options miss that transfer-focused purpose. A quarterly business review with customers only sits outside the internal handoff process, the final invoice and payment terms are financial and don’t facilitate ongoing support, and a list of competitors and their pricing isn’t relevant to transitioning care to Customer Success.