Explain the business outcome, sponsor, users, evaluators and unresolved concerns. Record what was promised and which stakeholder owns the implementation or value assessment.
Identify who knows each person and how the relationship has been confirmed. Keep the introduction source visible where relevant, without treating the connector as responsible for the new customer relationship indefinitely.
A customer agreeing to buy is not permission to publish a quote or request introductions. Customer success should assess value, timing and willingness before any advocacy or network activation.
Update roles, ownership and meaningful interactions as the customer changes. Avoid letting the handoff document become the only place where the history survives.
Orbb can support relationship-led research and request coordination. The customer team should remain accountable for customer experience and the suitability of future asks.