# ae-cs-handoff

> Claude/Codex skill by [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars · Updated 2026-09-30

Produce an AE-to-CS handoff brief — everything the incoming CSM needs from the sales conversations. Builds an engagement timeline, then runs conversation\_intelligence in parallel on the key engagements to pull requirements, success criteria, stakeholders and how they like to work, and the relationship state. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build the handoff for Acme", "what does the CSM need to know", "prep the post-sale transition", or closes a deal that needs a clean handoff.

## Install

```sh
git clone https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/zoominfo-mcp-plugin && ln -s /tmp/zoominfo-mcp-plugin/skills/ae-cs-handoff ~/.claude/skills/ae-cs-handoff
```

## From README

AE-to-CS Handoff Brief Capture what was promised, what success looks like, and who the people are — so the CSM starts from context, not a cold account. Prerequisites browseengagements (timeline) requires an active calendar/email/meeting integration; conversationintelligence (the deep read) requires at least one connected source and consumes AI credits, as do accountresearch and contactresearch. If no conversation data exists, build the structural handoff from research and flag that the conversational detail (requirements, working style) is missing, pointing the user to their ZoomInfo admin. Input Provided via $ARGUMENTS: Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via searchcompanies. Context (optional) — the product sold, deal size, go-live timing, anything the CSM specifically needs. Workflow Resolve the account. Use the ZoomInfo ID directly, or resolve a name/domain via searchcompanies. Build the timeline.

## Links

- HTML page: https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/ae-cs-handoff/
- GitHub: https://github.com/Zoominfo/zoominfo-mcp-plugin
- Author: [@zoominfo](https://omgskills.com/library/zoominfo/index.md)

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