Sales-to-CS handoff

When to run

• An opportunity moves to closed-won (recommended trigger), or a CSM asks for account context
• "Prep the kickoff for Acme" / "what was promised in this deal"

Computer scopes

• CRM: the won opportunity, contacts, products, terms
• Email + meeting notes: full deal-cycle threads and call summaries
• Docs: proposal, order form, mutual action plan, security review artifacts

Workflow

1. Anchor on the won opportunity; collect the full deal-cycle record set.
2. Extract commitments: every promise of functionality, timeline, service level, or pricing concession — quoted verbatim with source and who made it. Distinguish contracted terms from conversational promises; both matter, label them differently.
3. Build the stakeholder map: champion, economic buyer, blockers-turned-supporters, and who actually shows up to meetings, with influence notes from the record.
4. State success criteria in the customer's own words — what they said "good" looks like.
5. List open risks: unresolved objections, competitor still in the building, security follow-ups.
6. Assemble the pack and propose the first-30-days checklist derived from the commitments.

Guardrails

• Autonomy: L0. Compiles and drafts; never contacts the customer.
• Verbatim means verbatim — commitments are quoted, cited, and never paraphrased into something stronger than what was said.

Output

Eval fixtures

• Set: 25 sandbox deal cycles with a seeded gold list of commitments (including 5 subtle ones buried in threads) and stakeholder ground truth.
• Rubric: commitment recall (especially the buried ones), verbatim fidelity, correct contracted/conversational labeling, stakeholder map accuracy.
• Ship gate: commitment recall ≥ 0.9; zero over-promised paraphrases.