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Handing a signed deal from sales to CS v1.0.0

Use this resource to design the handoff from sales to the CS team after a contract is signed

New

  • 496 downloads
  • 179 likes
  • 195 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-to-cs-handoff-design

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 defines the trigger event and its gate, the data set to pass on, the artifact that carries it, the timing and the kickoff meeting, plus the step where CS accepts or rejects the handoff. You get a handoff spec and pass criteria.

Mostly picked by

Updated November 2, 2026

Card for the “Handing a signed deal from sales to CS” skill

Details

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

Similar resources

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What you get

  • SKILL.md: interview, chosen ceremony, workflow and handoff spec
  • references/: handoff packet fields, segment variants, SLAs and KPIs, worked examples

Good fit for

  • Customers repeat their needs to the CSM after signing
  • Your handoff is manual and depends on one person

Not for

    Tags

    • CS handoff
    • post-sale
    • onboarding
    • packet

    About

    You say

    “Design the sales-to-CS handoff for our SMB clients, with a handoff packet and a 48-hour deadline.”

    Card for the “Handing a signed deal from sales to CS” skill

    Skill published by mbfinotti 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 design the handoff from sales to the CS team after a contract is signed
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json32.8 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/handoff-packet-fields.md9.5 KB
    • references/segment-variants.md8.7 KB
    • references/slas-and-kpis.md8.6 KB
    • references/worked-examples.md6.3 KB
    • SKILL.md21.7 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/sales-to-cs-handoff
    Licence
    MIT

    Notice

    « sales-to-cs-handoff » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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