The prompt
Score 10 of 10, Excellent
Use it when A deal has closed and the person taking over the account needs to know what was promised, why they bought and who is who.
- {{receiver}}
- {{customer}}
- {{sales_notes}}
- {{terms}}
- {{sales_owner}}
Full prompt and why it works
Prompt
Turn the sales notes below into a handoff document for {{receiver}}, who takes over the {{customer}} account now that the deal has closed. They will use it to run the kickoff and the first 90 days, so it has to capture what the customer was promised and why they bought, in a form they can trust. Sales notes, call summaries, emails and the proposal: """ {{sales_notes}} """ The signed terms or order summary: {{terms}} Use these headings: 1. Why they bought: the problem, what made them buy now, and the goals they stated, in their words where the notes quote them. 2. What was promised: every commitment made during the sale (features, timelines, integrations, training, discounts, special terms), each with where it appears in the notes. Mark anything promised that is not in the signed terms "NOT IN CONTRACT: confirm with {{sales_owner}}". 3. People: a table of stakeholders with role, what each cares about, and who signs off on renewal. 4. Success measures: how the customer will judge the first 90 days, as stated in the notes. 5. Risks and sensitivities: objections raised, competitors considered, anything that nearly stopped the deal. 6. Open questions for {{sales_owner}} before kickoff. Keep it under 600 words. Write it as plain facts the receiver can rely on, citing the source of each promise, for example "(call notes, May 12)". Do not add goals, promises or contacts that are not in the notes, and do not soften commitments that may be hard to keep, because the receiver needs to know about them now. Leave out personal opinions about individuals unless they affect the account. If the notes contradict each other, such as two different go-live dates, list both under open questions rather than choosing one. If a section has nothing in the notes, write "Not covered in sales notes" so the gap is visible.
Variables
- {{receiver}}
- Who takes over, for example "the onboarding specialist" or "our customer success manager".
- {{customer}}
- The customer's company name.
- {{sales_notes}}
- Call notes, emails, the proposal and anything the sales rep wrote down.
- {{terms}}
- The signed contract terms or order summary.
- {{sales_owner}}
- The salesperson who closed the deal.
Why it works
- Background facts. Every promise is checked against the signed terms, so commitments made only in conversation surface before kickoff, not at renewal.
- What good looks like. Each promise cites where it came from, which lets the receiver trust the document or check it quickly.
- If unsure. Conflicting details become open questions for the salesperson, and empty sections say so rather than being filled in.