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Account handover notes between managers v1.0.0

Use this resource to draft a handover note to move an account to a new manager

New

  • 539 downloads
  • 235 likes
  • 166 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install account-handover-notes

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent pulls contacts, history and open items from Vitally, then PostHog usage data for the last 90 days. It assembles a structured document so the new manager can take over the account without a gap.

Mostly picked by

Updated November 2, 2026

Card for the “Account handover notes between managers” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: steps for collecting Vitally and PostHog data
  • references/handover-template.md: handover note template

Good fit for

  • You are leaving an account and must hand it to a colleague
  • A customer changes account manager and needs the same follow-up

Not for

    Tags

    • handover
    • account
    • customer follow-up
    • notes

    About

    You say

    “Draft the handover note for this account for Julie, who takes over conversations tomorrow.”

    Card for the “Account handover notes between managers” skill

    Skill published by posthog under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to draft a handover note to move an account to a new manager
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • README.md1.1 KB
    • references/handover-template.md6.4 KB
    • SKILL.md12.8 KB

    Origin and licence

    Listed unmodified

    Author
    posthog
    Source
    github.com/posthog/skills/tree/221bfed4f757a4b7e1826a9573665e1152c4d728/skills/team/product-led-sales/account-handover
    Licence
    MIT

    Notice

    « account-handover » (posthog, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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