sales-handoffs
CommunityStreamline 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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