Handoffs

When a Salesforce opportunity's stage changes to Closed Won, write a
handoff document from the Clearskies Context Graph. Cover what the
customer is trying to achieve, what we committed to and where, the key
people and their roles, open items, and anything that was raised and never
resolved. Post it to the #customer-success channel and to the account's
Slack channel.

Handoff — Acme Corp
Closed Won Jul 31 · $84,000 · Renewal + analytics module
From: Daniel (AE) · To: customer success

What they are trying to achieve
Consolidate reporting that currently runs in three places. The renewal was
never in doubt; the analytics module is what they actually bought, and the
success criteria they named on the Jun 12 call is a single weekly report
their VP can read without asking an analyst to build it.

What we committed to
• 30-day pilot of the analytics module at no charge, offered May 21 on the
  renewal review call, because onboarding capacity before Q4 was the
  blocker. Pilot clock has not started.
• Introduction to the implementation lead, promised May 21, done May 23.
• Same paper for renewal and expansion. Done, signed Jul 31.

Key people
• Sarah Kim — champion, drove this from the start, on every call, replies
  within a day. Went noticeably more cautious after legal raised data
  retention on May 6.
• David Park — Director, Sales Ops. Joined Acme in April. Owns onboarding
  capacity and was the source of the Q4 concern. Never engaged over email,
  only on calls.
• Mark Chen — VP Sales, signed. Disengaged during the expansion
  conversation and was absent for 9 days at the point the deal size grew.

Still open
• Security review for the added module. Sarah said procurement may want
  one. Never confirmed either way.
• Data residency questions raised by Acme's legal team on May 10. Answered
  verbally on a call, never in writing.

Raised and never resolved
On the Jun 12 call Sarah asked whether the weekly report could be sent to
a distribution list rather than individual users. No answer was given and
it did not come up again.

Using the Clearskies Context Graph, write a handoff document for Acme.
I am taking this account over and I have never spoken to them.

Cover:
- What they are trying to achieve, in their words
- Everything we have committed to, and where each commitment was made
- Who the people are, their roles, and what the record says about each
  relationship
- What is open right now
- Anything raised on a call or in a thread that never got resolved

Be specific about dates and sources. If a commitment is ambiguous, say
that it is ambiguous rather than resolving it for me.