sales-handoffs

Community

Streamline SDR-AE and AE-CS handoffs with completeness checks.

Authoraura-farming
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill addresses the complexity of SDR-AE and AE-CS handoffs, ensuring a structured transfer of deal ownership with completeness checks and formal accept/reject procedures.

Core Features & Use Cases

  • Structured Handoffs: Automates the creation of handoff documents for SDR-AE and AE-CS transitions.
  • Completeness Checks: Ensures all necessary information is included before a handoff is completed.
  • Formal Accept/Reject: Allows receiving personas to formally accept or reject handoffs with detailed reasons.
  • Use Case: For SDRs transitioning a qualified lead to an AE, or AEs passing closed-won accounts to CS, ensuring all deal information is accurately and completely transferred.

Quick Start

Trigger the skill by typing: /handoff SDR -> AE for deal 12345.

Dependency Matrix

Required Modules

account-memorycrm-operator

Components

scriptsreferences

💻 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: sales-handoffs
Download link: https://github.com/aura-farming/escc/archive/main.zip#sales-handoffs

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