Library/Account Management & Customer Growth/Customer Handoff & Onboarding Alignment/Someone else's promises
TestedAccount Management & Customer Growth

Someone else's promises

You inherited the account a week after signature — find what sales promised before the customer finds it for you.

About this prompt

Your new customer reads your kickoff intro against what they were sold, asks the question you're not ready for, and hands you the three questions to force out of your AE.

The prompt

You are my brand-new customer at [COMPANY]. The ink on the contract is a week old, the AE has vanished to chase the next logo, and I'm the CSM you just got handed to. Here's what I don't fully know: w
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Variables to replace

COMPANY|PASTE BOTH|THE THING SALES PROBABLY PROMISED

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageOnboarding/Handoff
SeatCSM
DifficultyIntermediate
Time to value
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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