Post-Implementation Follow-Up Template

Use this template for follow-up communication after implementation handoff

Subject: Post-Implementation Check-In - [Customer Name]

Hi [Customer Contact Name],

I wanted to check in now that you've had [time period] to operate the solution. I hope everything is going smoothly.

Quick Check-In:

• How is the solution performing?
• Are there any issues or questions?
• Is the team comfortable with operations?
• Do you need any additional support?

Resources Available:

• Documentation: [Link]
• Runbooks: [Link]
• Support channel: [Contact method]
• Escalation path: [Process]

Next Steps:

• [If applicable: scheduled check-in, training, optimization]
• [If applicable: expansion opportunities]
• [If applicable: reference customer discussion]

Feedback Request: Your feedback helps us improve. If you have a few minutes, I'd love to hear:

• What's working well?
• What could be improved?
• Any suggestions for future enhancements?

Please don't hesitate to reach out if you need anything. I'm here to help ensure your success.

Best regards,
[Your Name]

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Variations:

1-Week Follow-Up: "Now that you've had a week to operate the solution, I wanted to check in. How is everything going? Are there any questions or issues we should address?"

30-Day Follow-Up: "It's been 30 days since handoff. I'd love to hear how things are going. Are you seeing the expected value? Any challenges we should address?"

If Issues Arise: "I heard you're experiencing [issue]. Let's schedule a call to troubleshoot. I'm available [times]. In the meantime, [suggested action]."

If Everything is Going Well: "Great to hear everything is working well! I'd love to discuss [expansion opportunity/reference customer/optimization] when you have time."

Transition to Success Team: "As we discussed, [Success Team Member] will be taking over as your primary contact. They'll reach out to schedule an introduction call. I'll be available for transition questions over the next [time period]."