Sales-to-CS handover
The full customer story, promises, stakeholders, success criteria, terms and risks carried into onboarding.
For Customer Success
Know which customer needs you, and what to do next.
Taskbase joins customer records, usage, tickets and commercials into one view for every CSM, so the team works on leading indicators and not on the renewal number alone.
Customer Success
My book of business
Jonas Meier · week of 2 November 2026 · commercials plus how healthy each customer is
Owned accounts
10
1 archived
Signed annual book
€11,100
1 unresolved
Pilot options, annualised
€53,100
2 unresolved
Renewal exposure, 90 days
€4,800
1 unknown expiry
Recorded risk
3 of 10
from usage, not guesses
01 · Where does my book stand?All 10
Brightwave Energyrenewal · next 2 SepAttention
Alpenwerk Trainingpilot · renewal · next 14 SepAttention
Goals, value, stakeholders and every motion in the details.
02 · What matters this week?All 13
Brightwave Energy · renewalPast due: check completion · 30–60 min
Alpenwerk Training · pilotPast due: check completion · 30–60 min
Ranked by date, with the source and what counts as done.
03 · Can the work fit?Plan and capacity
Capacity not confirmed. 0 hours selected. Confirm hours, leave and internal work before judging fit.
04 · Improve and unblockBuild better
Motions missing a named buyer2 accounts have an active motion with this field blank
0 ideas recorded · gains not measured yet
My book of business: the commercials and how healthy each customer is, in one view. Names and figures are fictional.
The problem
Many customers, many stakeholders, many promises.
- Handoffs from Sales are incomplete.
- Customers repeat information they already shared with Sales.
- Risk becomes visible too late.
- QBR and renewal preparation takes too long.
- Commitments and success measures drift.
- Admin work leaves little time for proactive customer conversations.
The impact
What changes with Taskbase
- 01
The right accounts and actions first
Health, engagement, commitments, renewal timing, risk and growth signals become one clear action list.
- 02
Churn seen while you can still act
Taskbase ranks customers by evidence, from weak engagement and stalled value to missing stakeholders and open commitments, before renewal pressure peaks.
- 03
Customer value proven and grown
Success measures, outcomes, milestones and expansion paths stay visible across the customer journey.
- 04
Time back for every CSM
Taskbase prepares meetings, drafts follow-ups, updates records, creates QBR content and keeps action plans current.
- 05
Excellent CS behaviour, standardised
The live CS playbook guides onboarding, adoption, value reviews, risk recovery, renewals and expansion.
Taskbase in action
The work Taskbase takes on
Customer success cockpit
Usage, user health, customer health and every commercial figure, with logic you set up per customer.
My book of business
The commercials and the health of each customer for one CSM, with attention and potential flagged.
Customer command center
The commercials at the centre, to plan the week with the team and let nothing fall through.
Churn radar
Customers ranked by evidence, with the reason and what to verify next.
Meetings, plans and renewals
Onboarding, value reviews, QBRs and renewals prepared in minutes, with success plans kept current.
We do not want a customer success world that fights reactively from quarter to quarter and holds QBRs just to chase the NRR target. We want leading indicators that drive customer success and value delivery: proactive, useful, relevant.
From customer signal to updated plan
- 1Customer signal
- 2Risk or expansion insight
- 3Prepared CSM action
- 4Updated customer plan
The handover, automated
The customer does not repeat the story
When a deal is signed, Taskbase gathers the quote, calls, notes, emails and presentations. It captures why they bought, who is involved, the terms, success goals and setup needs, marks unknowns for confirmation, prepares the kickoff and briefs the CS lead and the CSM. If the onboarding meeting is not booked, it reminds the account executive.
Handover
Brightwave Energy · CS handover prepared
To: Maya (CS lead), Jonas (CSM)
Signed first pilot on 29 October. Mara’s priority is turning calls into net-new sales: “He is doing the hard work” but “he is not progressing to opportunities.”
Mara VossCEO, buyerTom KellerLeads sales
Commercials
PilotFour licences, three months€1,800
ThenEight users, 12 months, paid quarterly€13,200 / year
Contract valueTotal over 15 months, not ARR€15,000
Clarify before launch: the AE promised quarterly exit orally. The signed quote says automatic annual rollout.
Prepared for you
- Customer record saved and checked
- Customer folder and kickoff deck ready
- Kickoff booked: Monday 2 November, 12:00
To confirm
- Teams and call recording access
- Who is in the pilot, who gets the data licence
- Baselines, targets and review cadence
Before launch: the AE and Mara clarify the commercial terms. The CSM validates access, imports the playbook and agrees success criteria at kickoff.
A handover brief. The customer and all names are fictional.
Customer success cockpit
Health you define, with every commercial figure next to it
Tailored health records joined with usage, user health and customer health. The logic is fully transparent and set up per customer, with parameters and weighting from a template or built yourself. We advise and help build it, depending on the data Taskbase can reach.
Customer Success cockpit
Every customer record, joined with usage, tickets, view opens and commercials.
Contracted ARR
€99,200
25 scored · 5 not yet scoreable · 10 deadlines within 90 days
6
Account health
at risk of 25 accounts
31
User health
users at risk
109
Active users, 30 days
wrote a message in the chat
AccountCSMHealthChat, 90 daysActive usersARRNext deadline
Brightwave EnergySonja25 · Act now1 / 1€4,8001 Nov
Corvin LogisticsDaniela28 · Act now2 / 2€01 Nov
Alpenwerk TrainingSonja32 · Act now5 / 7€12,00030 Nov
Pelton SoftwareDaniela48 · Watch1 / 2€20,00012 Apr
Marlow LabsDaniela71 · On track14 / 14€2,2501 Jan
The cockpit. Names and figures are fictional.
Customer command center
The commercials at the centre
Plan the week with the team and make sure nothing falls through the cracks: recurring revenue, weighted potential and every open renewal, upsell and pilot by stage.
Customer Command Center
Commercials at the centre: plan the week with the team and make sure nothing falls through.
Recorded recurring ARR
€97,800
Signed, active renewal rows
Potential ARR, weighted
€64,300
Every open deal × its stage probability
50 %
Pilot conversion
2 pilots won of 4 decided
in flight: 20
Potential identified · 220%
TesediUpsell€148,800
AnapayaPilot€38,700
Value case qualified · 250%
Green FusionPilot€9,900
PaymiraPilot€6,500
Agreement in progress · 180%
CatchHRRenewal€24,000
Won · 2100%
Marlow LabsUpsell€2,000
Corvin LogisticsPilot€990
Open motions by commercial stage. Names and figures are fictional.
Churn radar
Who needs attention, why, and what to verify next
Taskbase ranks customers by evidence, not by a score nobody can explain. Each case shows the reason, how many independent signals back it and what conflicts, and a person reviews it.
Customer attention
Churn radar
Who needs attention, why, and what should you verify next?
Flagged for attention
3
Assessed
4
Unassessed
1
Customers in range
5
Aster WorksJamie · activeUrgentCurrent explicit cancellation or non-renewal warning.2 distinct observations · conflicting evidenceEvidence and review
Bramble StudioMorgan · activeInvestigateTwo independent signals in two categories show real deterioration.2 distinct observationsEvidence and review
Cedar LaneAlex · activeWatchMeaningful deterioration; no independent confirmation yet.1 distinct observationEvidence and review
Elm HarborNo owner · onboardingUnassessedNo usable current evidence, so no churn claim.1 distinct observationEvidence and review
Evidence-led prioritisation, not a churn probability. Outcomes are logged; nothing updates the customer system on its own.
The churn radar with invented customers.
Living Revenue Playbook
One approved playbook behind every answer
Taskbase does not invent a different answer for every person. It works from the approved Revenue Playbook, live customer context and the person’s role. New evidence from real calls becomes a suggestion, and the accountable leader approves it before it becomes the standard.
- 1
Evidence
A new objection, competitor or question shows up in real conversations.
- 2
Suggestion
Taskbase proposes a playbook change and shows the evidence.
- 3
Approval
The accountable leader reviews and approves it.
- 4
Updated work
Coaching, answers and automated work follow the new standard.
Validated product, adoption and customer insights move from CS conversations into the shared playbook, so Sales and Partner Management learn from them too.
Where Taskbase fits
Not another recorder. Not another chatbot.
Not another call recorder
Recording tools tell you what happened. Taskbase helps the person do the next thing better, completes the work around it, and checks whether the new behaviour sticks. Keep the recorder you already use.
Not another generic chatbot
Generic AI can create an answer. Taskbase adds your approved context, customer evidence, individual skill memory, connected workflows, governance and follow-through.
See Taskbase for Customer Success
See a Sales-to-CS handover, a cockpit and a book of business on your own accounts.