1. How well do you expect the start to go?

2. Three months from now, what has to be working?

500

3. What matters most in the first months?

Select up to 3 answers

Fast start
Specific business results
Ease of use for the team
Integration with our tools
Training and onboarding
Long-term support
Cost control

4. How clear are the next steps?

Select one answer

Very clear
Mostly clear
Not clear

5. Is anything time-critical we should know about?

Select one answer

No, we are flexible
Yes, an internal deadline
Yes, a contract date
Yes, an event or launch
Yes, a regulatory date

6. Who will be involved on your side?

Select one or more answers

Owner or CEO
Operations or department team
IT team
Marketing or sales team
External partner
Not yet decided

7. What would make the start easier?

500

Post-Sale Handover Expectations

Who it's for

Anyone whose work starts after the contract is signed: agencies, software, installations, services.

Who answers

Your new client, the week the deal closes. Seven questions.

Use template

What you'll see

What has to be working in three months, in the client's own words
What matters most in the first weeks
Whether anything is time-critical that nobody told you about

How to get good answers

Send it the same week you sign, before the first meeting.
Ask the people who will actually use the thing, not only the one who signed.
Write down their answer to 'what has to be working in three months' and read it again in three months. That sentence is the definition of success you will be judged on.
If two people at the client give different answers, you found the problem before it found you.

What people say about us

Marketing manager, HR specialist and sales director sharing their experience with Survio.

Survey creation is straightforward and simple. Easy to navigate as a survey creator as well as a survey respondent. Quick to make unique surveys tailored to your and your company's purpose.

Linda W. Marketing manager

I've been able to design multiple surveys in just a few minutes. I'm particularly excited about the data collection, analysis, reporting & exporting capabilities, which are critical to my success as an HR.

Liam J. HR specialist

I highly recommend Survio as it is user-friendly and professional. It is definitely worth updating the free account to get more advanced features and make it an integral part of your workflow.

Edward G. Sales director

It’s not just a template. You’ll get the entire survey platform to collect desired data and understand them.

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