Sales and Support Team Sync Template

Keep customer-facing teams aligned and customer experiences positive with this monthly sync.

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Sales and Support Team Sync Template

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About this template

Align your two most important customer-facing teams to best support and create positive experiences for your customers.

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Updated Feb 9, 2022

Sales and Support Team Sync FAQs

How long should a sales and support team sync be?

You should initially set your sales and support team syncs for 30 minutes with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have sales and support team syncs?

Most sales and support team syncs tend to occur monthly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a sales and support team sync?

6 great things to discuss in your Sales and Support Team Sync:

Icebreaker
Ongoing suggestions to improve sales and support handoff
Customer feedback: What are customers most excited and frustrated by?
Goals: How are we tracking against them?
Sales update: Important accounts support should keep top of mind
Support update: Accounts that need attention from sales

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Team Cross-functional 🗄 All 👩‍💻 Customer Support 🤑 Sales

Sales and Support Team Sync Template

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