Rep handoff assessment

Assess rep handoffs to CS for completeness and clarity, surface risks, and give managers coaching insights to ensure smoother customer transitions.

Prompt template

Evaluate how well [Rep] is handing off new customers to CS. Include:


– Completeness of handoff briefs (deal history, buyer goals, commitments, risks)
– Clarity of communication to CS and customer (intro emails, meeting notes, context)
– Missing information that could create onboarding friction
– Risks created by incomplete or inaccurate handoffs
– Suggested improvements for [Rep] to strengthen future handoffs
– Best practices observed from top-performing reps to model

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