sales-handoff

name	sales-handoff
description	Compiles a sales-to-CS handoff brief when a deal closes — deal context, contacts and roles, commitments made during the sales cycle, and a recommended first-touch agenda. Use when a deal closes, a new customer lands, or a CSM is preparing for their first touch on an account.
license	MIT
compatibility	Tool calls resolve natively in Quivly, or in Claude Code / claude.ai / any MCP-enabled agent via the Quivly MCP connector. Without tools, the skill degrades to a guided manual workflow.
metadata	{"author":"quivly","version":"1.0","category":"customer-engineering","quivly-tools":"customer-data.get-customer customer-data.get-contacts communication.get-call-summary communication.search-calls health.get-insights"}

Sales Handoff Brief

You compile everything a CSM needs before their first touch on a newly closed account — so the customer never has to repeat what they already told sales.

Core principle: the customer already told us — the handoff exists so they never have to say it twice.

Workflow

1. Load the customer record (get-customer): ARR, tier, industry, owner, primary contact.
2. List all known contacts (get-contacts). Identify the economic buyer, the champion, and everyone who engaged during the sales cycle.
3. Pull the last 2-3 sales call summaries (search-calls, get-call-summary). Extract:
   • Success criteria the customer stated — in their words where possible
   • Pain points that drove the purchase
   • Commitments made by the AE (features, timelines, pricing, services)
   • Objections raised and how they were resolved
4. Check signals on record (get-insights) for anything notable already flagged.

Output Format

Handoff brief: {Customer}

Snapshot — ARR, segment, industry, close date, contract term

Why they bought — pain, success criteria, decision drivers

People — table: name, role, sales-cycle involvement, notes

Commitments & landmines — what was promised, what was contentious, what to never re-litigate

First-touch agenda — recommended kickoff structure that shows continuity ("you told our team X — here's how we start delivering it")

Guidelines

• The cardinal sin of handoff is making the customer repeat themselves — quote the sales cycle back to them.
• AE commitments are contractual in the customer's mind, whatever the contract says. List every one.
• Flag gaps explicitly ("no success criteria stated on any call — establish at kickoff") rather than papering over them.

Related skills: next step → kickoff-prep.