Front
Front

Onboarding Hand-off

An example email for a Sales to Success hand-off

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Pre-Trial Kickoff

Onboarding hand-off

From samantha@frontapp.com
To
Bcc
Subject You're officially a Front customer! What's next?

Hi ____,

Congratulations and thank you for choosing to move forward with Front! While I've been your go-to person during your trial period, I want to formally introduce you to your account team.

Your onboarding manager, ____, will be here to make sure your team is properly onboarded to Front. Your customer success manager ____ and account manager, ____, will be your go-tos for ongoing success with Front after your team is onboarded. They all are Front experts who are dedicated to your success. You'll be in great hands with them!

Our onboarding philosophy is centered around educating and empowering our customers to understand how to best configure Front for their teams. Your onboarding manager will partner with you to understand your team's processes, and then translate and optimize those as workflows in Front by providing best practices and recommendations. Ultimately, we will enable your team to be fully self-sufficient on Front.

Here are the next steps to get started with your Front implementation:

  • Let us know your availability for a 45-minute kick-off call with you to align on timeline and goals. Your onboarding manager will send a calendar invite shortly after. The attendees should be yourself and whoever will be responsible for Front for the first 6 months.
  • Please fill out the contact grid below and to ensure we have the appropriate project team and their contact information moving forward.
Contact Name Title Email Phone
Executive Sponsor
Project Manager
Team Manager(s)
IT Administrator

Thanks again and welcome to your Front journey!

Best,

____

Other posts in Customer Onboarding
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