Enterprise account transition

Summarize enterprise handoff quality, flag expansion risks, and equip CS to protect value and uncover growth opportunities.

Prompt template

For enterprise accounts, summarize how well the handoff was executed. Include:


– Completeness of the handoff (deal history, buyer goals, commitments, risks)
– Stakeholder coverage: decision-makers, champions, admins, and expansion influencers
– Alignment between sales promises and CS delivery (features, timelines, SLAs)
– Risks that may affect expansion or renewal (e.g., adoption gaps, executive sponsorship, competitive threats)
– Early signals of expansion potential (cross-sell, upsell opportunities)
– Recommendations for CS to protect value and position for growth

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