Where should you start with a post-sales playbook?

Where should you start with a post-sales playbook? Make sure customers know who to call and what happens next. In this episode of PSA Studio Lounge, Jamie McDermott joins Alison Bukowski, Anderson Campbell, Erin Felton, and Angela Sutton to build a playbook on screen—from sales handoff and onboarding to adoption, value, renewal, and expansion. A few takeaways to bring to your own playbook: Hand off relationships, expectations, and context—not just information.

Separate onboarding task completion from time to customer value.

Build triggers for both success and risk, and pair signals with thoughtful action.

Use AI and automation to support handoff readiness, while keeping humans in the loop.

This working session focuses on milestones and triggers, with a deeper look at leading metrics and keeping the playbook current left for a follow-up. Watch the episode on YouTube, then tell us: where does your post-sales journey need the most attention—handoff, onboarding, adoption, or renewal? #CustomerSuccess #PostSales #CustomerOnboarding youtu.be/iRTRMMD_ft4