
Sales To Cs Handoff
by mbfinotti2dedb3934ca7MITListed Oct 8, 2026Updated Oct 8, 2026Repository updated 3 weeks ago
Design the sales-to-CS handoff process after a deal closes - what data transfers, when, in what artifact, and who is accountable - producing a handoff spec with a gated closed-won trigger, a required handoff packet, timing SLAs, a kickoff meeting pattern, and a CS acceptance/rejection step. For RevOps and Sales Ops designing and enforcing the process, not a CSM running one handoff. Use whenever the user mentions sales to CS handoff, post-close transition, closed-won to kickoff, handoff accountability, "the CSM starts from zero", or "customers repeat themselves after signing" - even if they never say "handoff". Covers B2B high-touch through PLG/self-serve and B2C subscription. Do NOT use for account health scoring - use mbfinotti/revops-skills@customer-health-score instead.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| evals/evals.json | 32.5 KB | application/json |
| references/handoff-packet-fields.md | 9.4 KB | text/markdown |
| references/segment-variants.md | 8.6 KB | text/markdown |
| references/slas-and-kpis.md | 8.5 KB | text/markdown |
| references/worked-examples.md | 6.3 KB | text/markdown |
| SKILL.md | 21.5 KB | text/markdown |
Source and attribution
Source:mbfinotti/revops-skillsinskills/sales-to-cs-handoffat commit2dedb39
License: MIT
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from mbfinotti/revops-skills

Sales Pipeline Hygiene
mbfinotti
Audits an active sales pipeline for stale deals, close-date push anomalies and missing forecast fields, producing an exception list.

Sales Forecast Diagnostic
mbfinotti
Diagnoses why an existing sales forecast is unreliable, attributing each miss to data, behavior, or demand causes and ranking fixes.

Revops Stack Rationalization
mbfinotti
Reviews an entire GTM/RevOps SaaS tool stack and produces keep, consolidate, replace, or cut verdicts timed to renewal windows.

Revops Radar
mbfinotti
Builds a personalised, time-budgeted watch list of verified RevOps and Sales Ops sources, with a quarterly refresh routine.

Revops Kickoff
mbfinotti
Routes a RevOps task to one skill in a collection and bootstraps or resumes a shared project context artifact.

Revops Hiring
mbfinotti
Builds a complete hiring packet for a RevOps or Sales Ops role, from archetype decision to 30-60-90 ramp plan.
More in Business & Finance

Value Creation Plan
anthropics
Structures post-acquisition value creation plans with revenue, cost and operational levers mapped to an EBITDA bridge.

Swap Curve Strategy
anthropics
Analyzes interest rate swap curves, swap spreads, real rates and curve trade ideas using MCP pricing tools.

Deal Sourcing
anthropics
Guides a private equity deal sourcing pipeline: find target companies, check CRM history, and draft founder outreach emails.

Unit Economics
anthropics
Analyzes unit economics for private equity targets: ARR cohorts, LTV/CAC, net retention, payback and margin waterfall.

Option Vol Analysis
anthropics
Analyzes option volatility by combining vol surfaces, option pricing with Greeks, and historical prices to compare implied and realized vol.

Dd Meeting Prep
anthropics
Prepares question lists, benchmarks and red flags for due diligence meetings such as management presentations and expert calls.