"Solid Handover" workflow should not feel like a relay race.  No need to “pass the baton” between Sales and CS. We’ve all been there: A deal closes, and the CSM is left digging through a "black hole" of scattered emails, call recordings, and cryptic CRM notes. Now we can leverage AI to bridge this gap. The post includes a suggested prompt to help you create a solid brief of a new client based on sales notes , emails, and calls.