Account handoff
Give sales and success teams a clear, shared starting point for every new customer.
Overview
Create a complete overview for every new customer so teams begin with the same context. This agent reviews sales calls, emails, and CRM activity to capture the details that matter, surface open questions, and outline recommended next steps. AEs and CSMs get a structured, reliable transition document that helps accounts move forward without stalls or rework.
See it in action
Capabilities
- Creates consistent, easy-to-read customer overviews that make every handoff clear and repeatable.
- Surfaces potential obstacles from calls, emails, and activity history so teams can address them early.
- Uses CRM data and communication records to make next-step recommendations grounded in real context.
- Supports faster onboarding by outlining account-specific actions that maintain momentum after close.
Example output
New customer overview — Acme Corp. (sample)
Current status
Deal size: Closed won; TCV $280,000; 12-month term; Net 30
Users: 500 seats contracted; 480 provisioned (confirm final count)
Sentiment: Positive; strong pilot feedback
Next milestone: Finalize deployment success plan and schedule admin enablement (week of Dec 5)
Obstacles
Technical: SSO delay during pilot; resolved
Procedural: Day-30 success metrics not defined
Relational: Executive sponsor for adoption reviews not named
Action items
High: Finalize mutual action plan and success measures with Jordan Lee and Priya Shah — owner: CSM; due: Dec 6
High: Admin enablement for priority workflows — owner: SE + CSM; due: Dec 8
Medium: Define pilot cohort and reporting cadence — owner: Customer admin; due: Dec 12
Stakeholders
Jordan Lee — CIO; champion/decider; high influence; last contacted Nov 18; sentiment positive
Priya Shah — VP Engineering; evaluator; medium influence; last contacted Nov 12; sentiment neutral
Summary
Priorities: finalize success metrics, complete admin enablement, confirm adoption checkpoints
Next steps: schedule CSM kickoff; share stakeholder list; publish Deployment Success Plan (Google Sheet)
Agent workflow
Step 1: Trigger activation
User provides the name of the new customer to generate the handoff.
Step 2: Gather and analyze context
The agent searches across CRM records, sales calls, emails, and internal notes to complete the handoff template.
Step 3: Respond
The agent generates a structured summary, including stakeholders, obstacles, and clear next steps for post-sales.
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