territory-transition-planner
CommunityPlan new-portfolio transitions with clarity.
Authorstephenrogan
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Builds a structured 30-60-90 day plan for a CSM taking over a new book, ensuring urgent risks are addressed and onboarding is efficient.
Core Features & Use Cases
- Structured triage framework for rapid account comprehension, with a prioritization matrix and 30-90 day deliverables.
- Actions, cadence, and knowledge-transfer guidance that align new CSMs with outgoing context.
- Use Case: a new portfolio transition after a team change or acquisition, where leadership needs a repeatable ramp.
Quick Start
Provide your new book details, renewal timelines, and outgoing CSM context to generate a ready-to-execute transition plan.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: territory-transition-planner Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#territory-transition-planner Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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