danthamanvoiss Purpose
Turn sales-stage context into a structured implementation handoff draft for account teams.
Use when
- Deal is moving from sales to delivery/client success.
- Need consistent account notes for CRM entry.
Required inputs
- Client context, scope summary, and stakeholders.
- Known risks, commitments, and timeline targets.
- Workspace reference placeholder: [SalesPortl workspace/link].
Safety/authority
- Draft-only output; this skill never writes to SalesPortl or third-party systems.
- No invented commitments or undocumented promises.
- Minimize personal data and include only operationally necessary details.
Workflow
- Summarize deal context and goals.
- Map stakeholders, approvals, and communication cadence.
- List delivery dependencies, open questions, and risks.
- Format as CRM/account handoff note.
Output format
- Account summary
- Stakeholders
- Scope snapshot
- Risks/open questions
- First 30-day priorities
Quality checks
- All commitments trace to supplied evidence.
- Action owners and due windows are clear.
- No direct system-write instruction present.
Related skills
proposal-scope-draft, client-onboarding-plan, monthly-client-review