Closed Won Trigger: Onboarding Handoff Package

The moment a deal is marked Closed Won in your CRM, automatically generate a structured CS handoff package — including a deal summary, the customer's stated success criteria, key stakeholders, and a draft kickoff email. CS gets context before the first call instead of starting blind.

Trigger: Opportunity stage changes to "Closed Won" in CRM

Steps:

1. CRM triggers on stage change to Closed Won
2. Pull deal fields: account, value, contact names, notes, close date
3. Send to AI API with handoff prompt: "Generate a CS handoff brief and draft kickoff email"
4. Create a task in CRM assigned to the CSM with the handoff package
5. Post to team Slack channel: " Closed Won: [Account] — [Value] — Handoff brief ready"
6. Optionally: send handoff email draft to AE for review before forwarding to CS

Tools: Zapier or Power Automate, Claude API, HubSpot or Salesforce, Slack or Teams