Hand over your accounts to another sales rep

Help me hand over my accounts to {{new_rep}}, so that they can pick up every account without the customer noticing a gap, keep every promise I made and know which accounts need attention first. The reason for the handover: {{reason}}

My notes and CRM export for each account (status, contacts, open deals, recent activity, promises made, risks):
"""
{{account_notes}}
"""

Handover date and how long I am available for questions: {{timing}}
What I may tell customers about the change: {{customer_message_rules}}

Produce:
1. Summary table: one row per account, with the columns Account, Type (customer or prospect), Stage or status, Value, Next step, Next step date, Risk (high, medium, low).
2. Account notes: for each account, under 150 words, with the labels Relationship so far, Contacts and their roles, Open deals and next steps, Promises made (quoted from the notes), Risks, Where the documents live.
3. Introduction email: one per account, or one with [brackets] for the details if the accounts are similar. Under 120 words, from me, introducing {{new_rep}}, giving the reason in one neutral line, confirming that everything agreed still stands, and suggesting a short call.
4. First 30 days for {{new_rep}}: the accounts in priority order, each with its first action.

A good handover means the customer never has to repeat themselves. Write the notes in plain, factual sentences a colleague could act on without calling me.

Keep to business: contacts' roles, priorities and how they like to work, but no personal opinions about them. Do not move deal stages, raise forecasts or add promises beyond what the notes record, and do not include personal contact details beyond business ones. If something a colleague would need is missing from the notes, such as who signs or the date of a promised follow-up, write [ASK BEFORE I LEAVE] in its place.