handoff-doc

Generate structured onboarding graduation handoff documents from account context.

58|21|Updated May 15, 2026

Search Tags:#customer success #CRM integration #stakeholder map #escalation matrix #onboarding handoff #graduation readiness #account context transfer

Ready to run

npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill handoff-doc-t0ddc3by

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: handoff-doc
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/onboarding/skills/handoff-doc
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill handoff-doc-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It turns onboarding account context into a structured graduation handoff so the post-onboarding team can operate confidently without hunting for missing details.

Core Features & Use Cases

Graduation readiness check: Runs a checklist against configured graduation criteria and reports pass/conditional/HOLD status with gaps.
Structured handoff document generation: Creates a full handoff covering milestone history, success criteria, stakeholder map, technical configuration, open items, and recommended next plays.
Abbreviated handoff brief: Produces a short async brief for quick verbal transfer while keeping the draft document authoritative.
Config-driven governance: Pulls graduation criteria, handoff format, escalation contacts, and onboarding model from onboarding profile configuration and enforces read-only behavior.

Quick Start

Generate a graduation handoff draft for the account by saying: generate handoff doc for Acme Corp in draft mode.

Frequently Asked Questions about handoff-doc

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I create an onboarding graduation handoff document for account context transfer?▼

An onboarding graduation handoff document is generated by compiling milestone history, success criteria, stakeholder maps, technical configurations, and open items. The Skill reads onboarding profile configurations to enforce graduation criteria and formats this data into a structured transfer document for the post-onboarding team.

What is a graduation readiness check and how does it evaluate account handoff criteria?▼

A graduation readiness check evaluates account handoff criteria by running a checklist against configured graduation requirements. It reports a pass, conditional, or HOLD status while identifying specific gaps that must be resolved before the account context can be safely transferred to the post-onboarding team.

Can I pull CRM integration data and timestamped account history into the handoff document?▼

Yes, you can pull CRM integration data and timestamped account history into the handoff document. The Skill optionally retrieves connector data to provide milestone context and historical timestamps, enriching the account context transfer for the post-onboarding team.

How do I generate an abbreviated handoff brief for a quick verbal transfer?▼

To generate an abbreviated handoff brief for a quick verbal transfer, the Skill distills the full structured handoff document into a short asynchronous summary. This brief enables rapid communication while ensuring the comprehensive draft document remains the authoritative source of account context.

Does the handoff generation process require an escalation matrix and stakeholder map configuration?▼

Yes, the handoff generation process requires reading the escalation matrix and stakeholder map from the onboarding profile configuration. This config-driven governance ensures the post-onboarding team receives accurate escalation contacts and relationship structures during the account context transfer.

What are the limitations of generating a graduation handoff without an onboarding profile configuration?▼

Generating a graduation handoff without an onboarding profile configuration limits the ability to enforce graduation criteria, handoff format, and escalation matrices. The Skill relies on this read-only configuration to validate readiness and structure the full handoff document accurately for the post-onboarding team.