Account Handover Notes

Draft a structured handover document when transitioning a PostHog account from one TAM or CSM to another. The document gives the incoming owner everything they need to pick up the account without the customer noticing a gap.

Input: Account name (and optionally: reason for transition, any context the outgoing TAM wants to include)

Core Workflow

1. Ingest context — Read what the TAM provides (account name, transition reason, anything they want to flag)
2. Pull Vitally account data — Account health, contacts, notes, conversations
3. Pull PostHog usage data — Product usage, event volume, feature adoption
4. Pull billing context — Spend breakdown, plan tier, billing trend
5. Synthesize handover document — Compile into the structured format (see Output Format)
6. TAM review — Present the draft for the outgoing TAM to fill in gaps the data can't capture

Step 1: Pull Vitally Account Data

Search for the account and pull everything relevant. Run these in parallel where possible.