For accounts about to close, generate recommended collateral reps should deliver to ensure a smooth handoff. Include:

– Mutual action plan with milestones, owners, and deadlines
– Onboarding one-pager with first steps, timeline, and key contacts
– ROI justification tailored to the buyer’s stated goals and metrics
– Any other high-value assets that set CS up for success

Provide the output as a checklist or table that reps can use directly with the customer.