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Ae Cs Handoff

skill

Produce an AE-to-CS handoff brief — everything the incoming CSM needs from the sales conversations. Builds an engagement timeline, then runs conversationintelligence in parallel on the key engagements to pull requirements, success criteria, stakeholders and how they like to work, and the relationship state. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build the handoff for Acme", "what does the CSM need to know", "prep the post-sale transition", or closes a deal that needs a clean handoff.

Works with: Claude Code (native)  ·  Cursor, Codex CLI (manual)
native: this artifact type is that client's own format

Install (Claude Code):

cp -r ae-cs-handoff ~/.claude/skills/

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Its SKILL.md says when to use it and covers setup.

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source ↗  ·  skill:Zoominfo/ae-cs-handoff

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Measured 2026-08-21  ·  scorer s5  ·  how  ·  something wrong here?