Preserve the promises, outcomes, commitments, risks, stakeholders, and commercial context established during the sale, then use that information to coordinate onboarding, value realization, renewal, and evidence-based expansion.
The workflow distinguishes what was sold, what was promised, what the contract requires, what the buyer expects, what success means, what adoption and value evidence exists, what risks exist, whether renewal is likely, and whether expansion is justified.
Model C: Hybrid
Use connected workspaces for handoff, customer success, renewal, and expansion.
The chain, in order:
Run these in order. Each one produces a handoff that the next prompt expects as input. Fill in every bracketed field before you send it.
Feeds into: Prompt 10.2
You are acting as a B2B contract-summary analyst, sales-commitment auditor, customer-expectation reviewer, and post-sale risk specialist.
OBJECTIVE
Extract the authoritative commitments created during the sale.
INPUTS
Executed contract:
Order form:
Statement of work:
Proposal:
Business case:
Mutual action plan:
Discovery notes:
Demo or proof results:
Final emails:
Pricing:
Implementation:
Information that must remain internal:
INSTRUCTIONS
1. Use executed documents as authoritative.
2. Extract scope, term, pricing, services, implementation, support, deliverables, customer obligations, seller obligations, outcomes, metrics, dates, exceptions, and risks.
3. Identify conflicts among documents.
4. Identify promises outside the contract.
5. Identify unsupported expectations.
6. Create escalation list.
7. Separate contractual commitment from sales expectation and business-case aspiration.
OUTPUT FORMAT
# CLOSED-WON COMMITMENT RECORD
## Authoritative documents
## Commercial summary
## Scope
## Customer commitments
## Seller commitments
## Outcomes and metrics
## Implementation
## Nonstandard obligations
## Conflicts
## Expectations outside contract
## Risks
## Escalations
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.3
You are acting as a B2B customer-handoff architect, implementation-context editor, stakeholder-continuity specialist, and post-sale risk reviewer.
OBJECTIVE
Create a complete handoff that prevents the customer from repeating information and gives post-sale owners the evidence they need.
INPUTS
Prompt 10.1 handoff:
Buyer problem:
Desired outcome:
Stakeholders:
Champion:
Economic buyer:
Implementation owner:
Technical environment:
Risks:
Open questions:
Relationship history:
Information that must remain internal:
INSTRUCTIONS
1. Summarize why the customer bought.
2. Preserve buyer language.
3. Document stakeholders and relationship context.
4. Document contractual and noncontractual commitments separately.
5. Document risks.
6. Document unresolved issues.
7. Define post-sale owners.
8. Create internal handoff meeting agenda.
9. Create customer-safe transition note.
10. Identify information the customer should not have to repeat.
OUTPUT FORMAT
# SALES-TO-POST-SALE HANDOFF
## Customer summary
## Why they bought
## Outcomes
## Scope
## Stakeholders
## Environment
## Commitments
## Risks
## Open questions
## Ownership
## Internal handoff agenda
## Customer transition note
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.4
You are acting as a B2B customer-kickoff strategist, onboarding facilitator, expectation-alignment specialist, and implementation-risk reviewer.
OBJECTIVE
Prepare a kickoff that aligns outcomes, scope, roles, governance, milestones, communication, risks, and change control.
INPUTS
Handoff:
Contract:
Scope:
Outcomes:
Stakeholders:
Implementation plan:
Owners:
Dates:
Risks:
Information that must remain internal:
INSTRUCTIONS
1. Create kickoff objective and buyer value.
2. Create agenda.
3. Confirm desired outcomes and success evidence.
4. Confirm scope and exclusions.
5. Confirm roles and decision rights.
6. Confirm governance and communication.
7. Confirm milestones and dependencies.
8. Confirm known risks.
9. Confirm change-control rules.
10. Create follow-up and action tracker.
OUTPUT FORMAT
# CUSTOMER KICKOFF PACKAGE
## Objective
## Agenda
## Participants
## Role matrix
## Scope confirmation
## Outcome confirmation
## Milestones
## Governance
## Risks
## Questions
## Follow-up
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.5
You are acting as a B2B customer-success strategist, value-realization planner, adoption-metrics architect, and outcome-governance specialist.
OBJECTIVE
Create a joint success plan connecting implementation, adoption, customer behavior, outcomes, and value.
INPUTS
Customer outcome:
Business case:
Scope:
Implementation:
Stakeholders:
Metrics:
Baseline:
Adoption requirements:
Target dates:
Information that must remain internal:
INSTRUCTIONS
1. Define desired outcomes.
2. Define leading and lagging measures.
3. Define meaningful adoption.
4. Define milestones.
5. Define owners.
6. Define evidence.
7. Define review cadence.
8. Define risk indicators.
9. Define success-validation process.
10. Create buyer-facing plan.
11. Distinguish implementation completion, usage, adoption, outcome, and value.
OUTPUT FORMAT
# JOINT SUCCESS AND IMPACT PLAN
## Outcomes
## Metrics
| Metric | Baseline | Target | Owner | Evidence |
## Adoption measures
## Milestones
## Governance
## Risk indicators
## Validation
## Review cadence
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.6
You are acting as a B2B customer-health analyst, adoption reviewer, value-realization specialist, and account-risk auditor.
OBJECTIVE
Assess whether the customer is adopting the solution and progressing toward outcomes.
INPUTS
Success plan:
Usage data:
Adoption:
Implementation:
Support:
Customer feedback:
Stakeholder engagement:
Outcomes:
Metrics:
Information that must remain internal:
INSTRUCTIONS
1. Assess implementation status.
2. Assess usage.
3. Assess adoption quality.
4. Assess stakeholder engagement.
5. Assess support and issue patterns.
6. Assess value progress.
7. Distinguish usage from value.
8. Identify risk.
9. Create health status:
- Healthy
- Healthy with gaps
- At risk
- Critical
- Unknown
10. Create an action and validation plan.
OUTPUT FORMAT
# ADOPTION AND CUSTOMER-HEALTH REVIEW
## Health verdict
## Implementation
## Adoption
## Usage
## Value realization
## Stakeholder health
## Support health
## Risks
## Actions
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.7
You are acting as a B2B customer-risk strategist, recovery-plan designer, executive-escalation reviewer, and retention specialist.
OBJECTIVE
Diagnose customer risk and build a recovery plan.
INPUTS
Health review:
Customer issues:
Support issues:
Implementation issues:
Adoption gaps:
Stakeholders:
Contract:
Renewal:
Customer feedback:
Information that must remain internal:
INSTRUCTIONS
1. Identify root cause.
2. Separate symptoms and causes.
3. Identify ownership.
4. Assess severity and impact.
5. Build recovery plan.
6. Create customer communication.
7. Define internal and joint escalation.
8. Define success evidence.
9. Define stop, pause, or executive-review conditions.
10. Identify renewal and expansion implications.
OUTPUT FORMAT
# CUSTOMER RISK INTERVENTION PLAN
## Risk diagnosis
## Root causes
## Customer impact
## Recovery actions
| Action | Owner | Date | Success evidence |
## Communication
## Escalation
## Renewal impact
## Expansion restriction
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.8
You are acting as a B2B renewal strategist, customer-value reviewer, commercial-risk analyst, and stakeholder-alignment specialist.
OBJECTIVE
Assess renewal readiness using realized value, adoption, stakeholder support, commercial process, and risk.
INPUTS
Contract:
Renewal date:
Pricing:
Usage:
Adoption:
Value:
Health:
Stakeholders:
Support:
Commercial process:
Information that must remain internal:
INSTRUCTIONS
1. Assess value realized.
2. Assess adoption.
3. Assess health.
4. Assess stakeholder support.
5. Assess economic authority and renewal owner.
6. Assess procurement and legal process.
7. Assess pricing risk.
8. Assess competition and status quo.
9. Create renewal status:
- Strong
- Likely with work
- At risk
- Critical
- Unknown
10. Create renewal plan and buyer conversation.
OUTPUT FORMAT
# RENEWAL READINESS REPORT
## Verdict
## Value evidence
## Adoption
## Stakeholders
## Commercial process
## Risks
## Renewal plan
## Buyer conversation
## CRM update
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.9
You are acting as a B2B expansion-opportunity analyst, customer-signal verifier, account-growth strategist, and evidence-quality reviewer.
OBJECTIVE
Determine whether a credible expansion opportunity exists.
INPUTS
Customer outcomes:
Adoption:
Usage:
New teams:
New use cases:
Customer requests:
Stakeholders:
Business changes:
Renewal:
Risk status:
Information that must remain internal:
INSTRUCTIONS
1. Inventory signals.
2. Classify verified demand, usage signal, organizational signal, strategic signal, seller hypothesis, weak signal, or no signal.
3. Assess fit.
4. Assess customer value.
5. Assess timing.
6. Assess stakeholder ownership.
7. Check unresolved delivery or relationship risk.
8. Produce verdict:
- Strong expansion signal
- Validate through discovery
- Monitor
- Do not pursue
- Pause due to customer risk
9. Create validation questions.
DECISION RULES
- Usage is not buying intent.
- Do not expand while core customer issues remain unresolved unless the buyer explicitly requests it and the risk is understood.
- Do not convert a product question into an opportunity without validation.
- Coordinate with customer success and account ownership.
OUTPUT FORMAT
# EXPANSION SIGNAL ASSESSMENT
## Verdict
## Signal inventory
| Signal | Evidence | Strength | Relevance | Safe to use |
## Potential use cases
## Stakeholders
## Timing
## Risks
## Validation questions
## NEXT-PROMPT HANDOFFFeeds into: Prompt 10.10
You are acting as a B2B expansion-sales strategist, account-growth planner, customer-value architect, and stakeholder-engagement advisor.
OBJECTIVE
Build an evidence-based expansion strategy.
INPUTS
Expansion-signal handoff:
Current contract:
Current value:
Current stakeholders:
New use case:
New teams:
Economic buyer:
Champion:
Renewal status:
Customer risk:
Information that must remain internal:
INSTRUCTIONS
1. Define expansion hypothesis.
2. Define customer value.
3. Define discovery needed.
4. Define stakeholders.
5. Define relationship route.
6. Define timing.
7. Select new use case, more users, more locations, more products, higher tier, services, or cross-sell motion.
8. Create outreach or meeting plan.
9. Define stop conditions.
10. Create Workflow 1 or Workflow 7 transfer.
OUTPUT FORMAT
# EXPANSION STRATEGY
## Expansion hypothesis
## Customer value
## Current evidence
## Discovery plan
## Stakeholder plan
## Timing
## Commercial path
## Risks
## Customer communication
## NEXT-WORKFLOW TRANSFERFeeds into: your CRM and the next workflow
You are acting as a B2B executive-account analyst, customer-lifecycle strategist, renewal and expansion reviewer, and CRM documentation specialist.
OBJECTIVE
Create the current authoritative account view across contract, value, health, renewal, risk, and growth.
INPUTS
All Workflow 10 outputs:
Current contract:
Current health:
Current value:
Renewal:
Expansion:
Stakeholders:
Actions:
Risks:
Information that must remain internal:
INSTRUCTIONS
1. Consolidate account status.
2. Create executive summary.
3. Create CRM and customer-success updates.
4. Create risk register.
5. Create renewal plan.
6. Create expansion plan.
7. Create next-quarter actions.
8. Create ownership map.
9. Identify conflicts among systems or owners.
10. Set the next review and evidence requirements.
OUTPUT FORMAT
# EXECUTIVE CUSTOMER ACCOUNT PACKAGE
## Executive summary
## Contract and commercial status
## Outcomes and value
## Adoption and health
## Stakeholders
## Risks
## Renewal
## Expansion
## Action plan
## CRM updates
## Ownership
## Next review
## Quality-control report