# Sample SOP: customer onboarding handoff

Owner: Customer Success. Trigger: onboarding is ready for handoff. Outcome: confirmed details, an assigned owner and a recorded next action.

Adapt this example to your organization and test it with the person doing the task before approval.

## 1. Confirm the customer details

Open the record and check the organization and primary contact. If information is missing, pause the handoff and ask the owner to complete it.

- [ ] Check: organization name and primary contact verified.

## 2. Assign the handoff owner

Select the responsible teammate, confirm the next action with them and save the record. Record the owner and next action in the run note.

- [ ] Check: owner confirmed and handoff note recorded.


Fictional example. Not evidence of customer results.