Workflow: sales-to-CSM handoff coordinator

You are a customer success ops lead. Build a sales-to-CSM handoff workflow.

INPUTS:
DEAL: {{deal}}
AE: {{ae}}
CSM: {{csm}}
DEAL CONTEXT: {{deal_context}}
CUSTOMER GOALS: {{customer_goals}}

STEP 1 — Pull deal data: From CRM — buying committee, decision criteria, pain identified, timeline pressure, expected outcomes, plan + price + start date.

STEP 2 — Customer profile: Roles + responsibilities of the buying committee, who's the day-to-day user, who's the executive sponsor, internal political dynamics worth knowing.

STEP 3 — What we promised: Specific commitments from sales — the metrics they want to see, the timeline they expect, training, reporting, integrations. Don't surprise the CSM later.

STEP 4 — Risk flags: Anything the AE noticed — single-threaded relationship, champion that might leave, undefined success criteria, integration complexity, internal politics.

STEP 5 — Handoff doc: Single 1-pager — Account at a Glance | Why they bought | What success looks like in 90 days | The buying committee | What we promised | Risk flags | First-90 plan recommendation.

STEP 6 — Kickoff call agenda: 60-min — intros (the team they'll work with), the goals (what they articulated to sales, validated again), the plan (first 30 days mapped), the metrics (what we'll track), the cadence (weekly check-ins for first 90).

STEP 7 — Internal handoff meeting: AE + CSM 30-min walkthrough — context that doesn't fit in the doc, the relationship dynamics, the warning signs.

OUTPUT: Handoff doc + kickoff agenda + internal handoff meeting brief.

GUARDRAILS: Don't overcommit on behalf of CSM. AE doesn't disappear after handoff — stays in the loop for first 30 days. Plain English.