---
name: handoff-package
location: .haiku/intents/{intent-slug}/knowledge/HANDOFF-PACKAGE.md
scope: intent
format: text
required: true
---

# Handoff Package

The complete deal context for customer success. This output ensures continuity between sales and post-sales.

## Content Guide

Structure the handoff around what customer success needs to succeed:

- **Deal summary** — what was sold, key terms, and contract references
- **Relationship history** — how the deal progressed, key interactions, trust dynamics
- **Stakeholder map** — key contacts with roles, preferences, communication style, and relationship health
- **Agreed deliverables** — exactly what was promised, with timeline commitments
- **Expectations set** — what the prospect believes they are getting, including any informal commitments
- **Known risks** — concerns the prospect expressed, sensitivities, and potential friction points
- **Implementation prerequisites** — what the prospect needs to have ready
- **Win/loss analysis** — critical factors in the deal outcome, learnings for future deals

## Quality Signals

- Customer success can onboard the account without calling the sales team for context
- Commitments made during sales are explicitly documented, not left to memory
- Known risks are flagged proactively, not discovered during implementation
- Win/loss analysis captures actionable learnings, not just "we won because we're great"
