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.

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PathSizeType
evals/evals.json32.5 KBapplication/json
references/handoff-packet-fields.md9.4 KBtext/markdown
references/segment-variants.md8.6 KBtext/markdown
references/slas-and-kpis.md8.5 KBtext/markdown
references/worked-examples.md6.3 KBtext/markdown
SKILL.md21.5 KBtext/markdown

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Source:mbfinotti/revops-skillsinskills/sales-to-cs-handoffat commit2dedb39

License: MIT

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