Write an account handover document for the next account owner
A complete handover of a customer account so the next owner knows the history, people, risks, and open commitments.
The prompt
Help me write a handover document for a customer account I'm passing to a colleague.
Account basics: [COMPANY, PRODUCTS, CONTRACT VALUE, START DATE, RENEWAL DATE, KEY CONTRACT TERMS]
My notes, CRM history, or brain dump: [PASTE]
Reason for handover: [e.g. territory change, I'm leaving, account grew into a different segment]
Organize it into:
1. Snapshot: health, sentiment, and the one thing the new owner must know.
2. Why they bought and what success means to them.
3. People: each contact with role, influence, what they care about, communication preferences, and relationship strength.
4. History: key events - onboarding, escalations, wins, price changes, past promises.
5. Open items: tickets, commitments with dates, pending decisions, anything I said I'd do.
6. Risks and opportunities: renewal risks, competitor activity, expansion signals.
7. Watch-outs: sensitivities, past mistakes, topics to avoid.
8. Transition plan: joint intro call, who to meet first, and what to do in the first 30 days.
Rules: only include what's in my notes; mark unclear items [CHECK WITH ME]. Keep personal remarks about contacts professional and factual - assume the customer could read it someday.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Writing & Editing prompts
What to fill in
- PASTE
- CHECK WITH ME
How this prompt is built
This prompt follows the RTF structure (Role, Task, Format). RTF tells the model who to be, what to do and what shape the answer should take. It is the quickest structure that still gives noticeably better results than a bare request.
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