Individual skill

cs-handoff-document

Produces a sales-to-customer-success handoff document with customer context, commitments made during the sale, success criteria, and onboarding plan using CS onboarding methodology. Use when the user asks to create a customer handoff document, build a sales-to-CS transition template, write a customer onboarding brief, document commitments made during a sale, or prepare a new customer for implementation. Do NOT use for follow-up emails after a sale (use follow-up-sequences), customer support scripts (not a sales skill), or internal team onboarding (use onboarding-plan).

src/process/resources/skills-library/bodies/skills/marketing-sales/cs-handoff-document/SKILL.md

Source commit 4c030c7b01c241df7b6e3535635a970f10d781af

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

Yes

Repository scan complete

No

Skill scan complete

Yes

Observed behavior

Instructions only

Last checked

Nov 10, 2026

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