Sales-to-CS Handoff Agent

As soon as an opportunity is marked closed-won, the agent starts the handoff. This gives Customer Success the sales context when the deal closes, rather than leaving someone to assemble it later.

• Trigger: An opportunity is marked closed-won
• Timing: As soon as the deal closes

Next, the agent pulls every call from the deal, covering the whole sales cycle. This keeps goals and commitments from early discovery in the handoff, even if they were not repeated during the final calls.

• Include: Every call linked to the deal
• Scope: The whole sales cycle

The agent then pulls everyone involved in the deal, along with their role and stance. This shows Customer Success who mattered during the sales cycle and who blocked progress.

• Include: Everyone linked to the deal
• Fields: Each person’s role and stance

Using the calls from the whole sales cycle, the agent lists the goals and success metrics that were agreed with the customer. It names the call each one came from, so Customer Success can trace it back to the original conversation.

Next, the agent brings the goals, success metrics, people, and commitments into one handoff document. It marks anything that was only implied, so Customer Success can distinguish it from what was agreed explicitly.

Finally, the agent emails the same handoff document to Customer Success and the rep. Both sides can review the same goals, people, and commitments before discussing them on the handoff call.

• Recipients: Customer Success and the rep
• Send: The same handoff document to both recipients