thinkhard.SI

Prompt repository Sales

Hand a closed deal over to onboarding

A deal just closed and the onboarding or customer success team needs everything you know, so the customer never has to repeat themselves.

Registry no.
SAL-026
Collection
Sales
Laid out for
Any chat model
Score
10 out of 10
Blanks to fill
4
Added

SalesAny chat

The prompt

Score 10 of 10, Excellent

Use it when A deal just closed and the onboarding or customer success team needs everything you know, so the customer never has to repeat themselves.

  • {{receiving_team}}
  • {{customer}}
  • {{sales_notes}}
  • {{order}}
Full prompt and why it works
Prompt
Write a handoff note for {{receiving_team}} about {{customer}}, who has just signed. The team was not in the sales conversations, and the customer should never have to explain their goals twice, so the note must hold everything the team needs to start well.

My notes from the sales process (calls, emails, CRM entries):
"""
{{sales_notes}}
"""

What was sold, exactly as in the signed order: {{order}}

Use these headings, and keep it to about 400 words:
1. In brief: who they are, what they bought, and why now, in one paragraph.
2. Goals: what they want and how they will judge success, quoted from the notes where possible.
3. People: each contact with role, what they care about, and how involved they will be (signer, day-to-day lead, end user, skeptic).
4. What was promised: every commitment made during the sale (dates, features, services, discounts, special terms), each marked "in the contract", "in writing only" or "verbal only".
5. Risks: concerns raised, competitor history, internal opposition, time pressure.
6. Practical details: start date, systems they use, preferred contact method, anything already scheduled.
7. Questions for the kickoff.

Mark verbal promises clearly, because a promise the team does not know about becomes a broken one. For example, an item in the form wanted: "Said we would have the data import running before their June 1 open enrollment. Verbal only."

Use only what is in my notes and the order. Do not add goals, contacts or commitments, and do not soften a risk to make the account look healthier. If the notes conflict, show both versions; if they are unclear or a heading has nothing to go on, write "Not in my notes". Either way, add a question to section 7.

Variables

{{receiving_team}}
Who takes over, for example "the onboarding team" or "Maria, the customer success manager".
{{customer}}
The customer's company name.
{{sales_notes}}
Your notes from the sales process: calls, emails, CRM entries, in any order.
{{order}}
What was sold, as in the signed order or contract: products, quantities, dates, terms.

Why it works

  • Who it's for. It is written for a team that was never on the calls, so goals are quoted in the customer's own words and the customer does not have to repeat them.
  • Format. Every promise is marked "in the contract" or "verbal only", because the verbal ones are the ones onboarding teams break without knowing.
  • What to avoid. It does not soften risks or add goals, so the account arrives as it really is, not as it looked at signing.

How to use it

  1. Press Fill in variables and type your details into each blank. What you type stays in this browser.
  2. Copy the filled prompt into the AI tool you already use, such as ChatGPT, Claude or Gemini, or open it in the Grader or the Prompt Tester here.
  3. Before you rely on it, try it on three or four real examples. The Prompt Tester runs them all at once and shows which ones go wrong.
Use it from code

Get this prompt as JSON from the free REST API, with your own text in the blanks, or let an AI assistant fetch it through the MCP server. No key.

curl -s https://thinkhard.si/api/v1/prompts/sales-to-onboarding-handoff

With the MCP server added to Claude, ChatGPT, Cursor or VS Code, call get_prompt with {"prompt": "sales-to-onboarding-handoff"}, or just ask for it by name.