# AE to CSM handoff pack

From Mindlyft (mindlyft.in). The template our handoff workflow fills in automatically from the calls, the email thread and the CRM. Copy it into Notion, Google Docs or your CRM.

Rule: every line is marked Confirmed, Unclear or Not discussed, with a source. Anything Unclear gets an owner before kickoff.

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## 1. The account in three sentences
Who they are, why they bought, why now.
> Status: Confirmed / Unclear / Not discussed · Source: call date, link

## 2. What success looks like
| Outcome | Measured by | By when | Who judges it |
|---|---|---|---|
| | | | |

## 3. Stakeholders
| Name | Role | Cares about | Prefers | Risk if ignored |
|---|---|---|---|---|
| | Champion | | | |
| | Economic buyer | | | |
| | Day-to-day | | | |
| | Skeptic | | | |

## 4. Everything promised during the sale
Every feature, date, service and pricing condition, each with its source.
| Promise | Made by | Made on | Source (quote or link) | Owner now | Due |
|---|---|---|---|---|---|
| | | | | | |

## 5. Scope
In scope:
Explicitly out of scope:

## 6. Technical picture
Integrations · Data migration · Security review status · Access needed

## 7. Open risks and questions
| Risk or question | Why it matters | Owner | Resolve by |
|---|---|---|---|
| | | | |

## 8. Where everything lives
Call recordings · Proposal · Order form · Key email threads · CRM record

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## The process around it
- Start assembling at commit stage, while the calls are fresh.
- Finalise within two business days of signature.
- Run a 30-minute internal handoff before the customer kickoff: the AE tells the story, the CSM asks like a buyer. Anything new that surfaces goes into the pack before the meeting ends.
- Customer kickoff within five business days of signature.
- Day-30 check: compare what onboarding is delivering against section 4.

Want this pack assembled automatically on every closed deal, approved by the AE and CSM before kickoff? Mindlyft engineers the first workflow free: https://mindlyft.in/talk-to-us