# Customer success handoff note survey

Clarify success-team handover notes.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

## 1. What goal did the note describe?

Answer: ____________________

## 2. Which responsibility was unclear?

Answer: ____________________

## 3. What open question was missing?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. Look for goal scope.
2. Look for owner clarity.
3. Look for open context.

Interpretation caution: No confidential customer information.


## Illustrative finding and follow-up

Observation: Notes omit unresolved customer questions.

Action to test: Separate open questions from agreed goals.

Follow-up: After the proposed change, ask relevant participants whether this original issue still occurs: Notes omit unresolved customer questions. Record what they experienced, including none or not applicable; changes in the sample do not establish causation.