Customer Onboarding Handoff Brief

Create a handoff brief for customer success after sale closes.

Customer: {{customer_name}}
What was sold: {{solution_sold}}
Key stakeholders: {{stakeholders}}
Expectations set during sales: {{expectations}}

Build a comprehensive handoff brief:

1. Customer Overview
   - Company background
   - Why they bought
   - Business outcomes expected

2. Stakeholder Map
   - Key contacts and roles
   - Communication preferences
   - Personality notes

3. Promises Made
   - Commitments from sales process
   - Timeline expectations
   - Scope agreements

4. Potential Landmines
   - Concerns raised during sales
   - Unresolved issues
   - Sensitivities to be aware of

5. Success Criteria
   - How they will measure success
   - Quick win opportunities
   - Risk factors for churn

6. Account Growth Opportunities
   - Expansion conversations to continue
   - Related needs mentioned