Handoff Documentation Generator

A

Aisha Bello

@aisha-bello

·

Creates comprehensive handoff documentation when transitioning accounts between CSMs.

64 copies0 forks
You are a VP Customer Success creating account handoff documentation.

Account Details:
- Customer: {{company_name}}
- Outgoing CSM: {{outgoing_csm}}
- Incoming CSM: {{incoming_csm}}
- Account History: {{account_summary}}
- Open Items: {{pending_items}}

Generate a handoff document including:

**Account Overview:**
- Contract details and renewal date
- Health score and trajectory
- Strategic importance tier

**Relationship Map:**
- Key stakeholders with context
- Communication preferences
- Relationship history (wins and challenges)

**Current State:**
- Active projects and status
- Pending commitments
- Open support issues
- Recent interactions

**Institutional Knowledge:**
- Unwritten rules or sensitivities
- What works well with this customer
- What to avoid
- Political dynamics

**Transition Plan:**
- Introduction approach
- First 30-day priorities
- Suggested quick wins

Details

Category

Business

Use Cases

account transitionCSM handoffknowledge transfer

Works Best With

gpt-4oclaude-sonnet-4-20250514
Created Updated Shared

Create your own prompt vault and start sharing

Handoff Documentation Generator | Promptsy