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ae-cs-handoff

Skill

Produce an AE-to-CS handoff brief — everything the incoming CSM needs from the sales conversations. Builds an engagement timeline, then runs conversation_intelligence in parallel on the key engagements to pull requirements, success criteria, stakeholders and how they like to work, and the relationsh

0Marketing

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/ae-cs-handoff

What is ae-cs-handoff?

Produce an AE-to-CS handoff brief — everything the incoming CSM needs from the sales conversations. Builds an engagement timeline, then runs conversation_intelligence in parallel on the key engagements to pull requirements, success criteria, stakeholders and how they like to work, and the relationship state. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build the handoff for Acme", "what does the CSM need to know", "prep the post-sale transition", or closes a deal that needs a clean handoff.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~141 tokens of context used while enabled, before you invoke anything

Documentation

README · ~2 min read

AE-to-CS Handoff Brief

Capture what was promised, what success looks like, and who the people are — so the CSM starts from context, not a cold account.

Prerequisites

browse_engagements (timeline) requires an active calendar/email/meeting integration; conversation_intelligence (the deep read) requires at least one connected source and consumes AI credits, as do account_research and contact_research. If no conversation data exists, build the structural handoff from research and flag that the conversational detail (requirements, working style) is missing, pointing the user to their ZoomInfo admin.

Input

Provided via $ARGUMENTS:

  • Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via search_companies.
  • Context (optional) — the product sold, deal size, go-live timing, anything the CSM specifically needs.

Workflow

  1. Resolve the account. Use the ZoomInfo ID directly, or resolve a name/domain via search_companies.

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