# Turn sales handoff notes into a customer onboarding brief

Converts messy deal notes into a clear brief so customer success starts onboarding knowing what was promised and why the customer bought.

- Topic: Projects & Operations
- Framework: RTF
- Level: Standard
- Tags: Sales, HR & Hiring, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/turn-sales-handoff-notes-into-a-customer-onboarding-brief

## Prompt

```text
Turn these sales handoff notes into an onboarding brief for customer success.

**Handoff notes, call notes, or CRM export:** [PASTE]
**Contract details:** [PRODUCTS/PLAN, SEATS, TERM, PRICE, SPECIAL TERMS]
**Anything the sales rep told me verbally:** [DETAILS]

Extract and organize:
1. **Why they bought:** the business problem, trigger event, and what they compared us against.
2. **What success means to them:** stated goals and any numbers mentioned.
3. **People:** economic buyer, champion, day-to-day contact, technical owner, likely skeptics - with what each cares about.
4. **Promises made:** every commitment from the sales process (features, timelines, integrations, discounts, custom work). Flag anything that sounds non-standard or that the product may not support.
5. **Technical setup needs:** integrations, data migration, SSO, security requirements.
6. **Risks:** red flags such as a rushed timeline, an absent exec sponsor, a champion leaving, unrealistic expectations, or a competitor still in play.
7. **Gaps:** what's missing from the handoff that I must ask the rep or the customer before kickoff.
8. **First 3 actions** for me this week.

Rules: do not fill gaps with assumptions. Quote or paraphrase only what's in the notes, and label anything unclear as [UNCLEAR - ASK REP]. Keep it to one page.
```

## What to fill in

- PASTE
- PRODUCTS/PLAN, SEATS, TERM, PRICE, SPECIAL TERMS
- DETAILS
- UNCLEAR - ASK REP

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.