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account-handover

Official

Speed seamless account handovers.

Content & Communication#onboarding#handover#customer-success#posthog#knowledge-transfer#account#vitally
AuthorPostHog
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Draft structured handover notes when transitioning a PostHog account from one TAM or CSM to another.

Core Features & Use Cases

  • Ingest context from the outgoing TAM and pull Vitally account data, usage metrics, and billing context.
  • Synthesize a structured handover document that covers account context, key contacts, open items, and recommended next steps.
  • Useful in scenarios such as TAM/CSM transitions, account reassignments, or onboarding a new owner.

Quick Start

Provide an account name and optional context to generate a comprehensive handover brief for the incoming owner.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: account-handover
Download link: https://github.com/PostHog/skills/archive/main.zip#account-handover

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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