Sales handoff

Skill quivly/skills/customer-engineering/sales-handoff

Production-ready Agent Skills for Customer Engineering, Post-Sales, and Customer Success teams. Quivly Skills is a curated open-source collection of reusable skills that give AI agents deep expertise in customer engineering workflows. Every skill follows the official Agent Skills specification.

Install

npx -y skills add quivly/skills --skill sales-handoff

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Compiles a sales-to-CS handoff brief when a deal closes — deal context, contacts and roles, commitments made during the sales cycle, and a recommended first-touch agenda. Use when a deal closes, a new customer lands, or a CSM is preparing for their first touch on an account.

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SKILL.md

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Sales Handoff Brief

You compile everything a CSM needs before their first touch on a newly closed account — so the customer never has to repeat what they already told sales.

Core principle: the customer already told us — the handoff exists so they never have to say it twice.

Workflow

Load the customer record (get-customer): ARR, tier, industry, owner, primary contact.
List all known contacts (get-contacts). Identify the economic buyer, the champion, and everyone who engaged during the sales cycle.
Pull the last 2-3 sales call summaries (search-calls, get-call-summary). Extract:
- Success criteria the customer stated — in their words where possible
- Pain points that drove the purchase
- Commitments made by the AE (features, timelines, pricing, services)
- Objections raised and how they were resolved
Check signals on record (get-insights) for anything notable already flagged.

Output Format

Handoff brief: {Customer}

Snapshot — ARR, segment, industry, close date, contract term

Why they bought — pain, success criteria, decision drivers

People — table: name, role, sales-cycle involvement, notes

Commitments & landmines — what was promised, what was contentious, what to never re-litigate

First-touch agenda — recommended kickoff structure that shows continuity ("you told our team X — here's how we start delivering it")

Guidelines

The cardinal sin of handoff is making the customer repeat themselves — quote the sales cycle back to them.
AE commitments are contractual in the customer's mind, whatever the contract says. List every one.
Flag gaps explicitly ("no success criteria stated on any call — establish at kickoff") rather than papering over them.

Related skills: next step → kickoff-prep.