Sales Engineering Handoff Review

Use this skill to convert sales engineering handoff, proof of concept, solution design, technical discovery, demo commitment, implementation handoff, and customer success transition questions into a concrete artifact with owners, gates, metrics, and recovery paths.

Workflow

1. Identify customer problem, stakeholders, technical environment, demo or POC scope, success criteria, constraints, commitments, open risks, owner teams, and post-sale timeline.
2. Read references/sales-engineering-handoff-patterns.md.
3. Classify the situation as technical discovery, demo follow-up, POC handoff, solution architecture, integration scoping, security/procurement handoff, implementation kickoff, or renewal expansion handoff.
4. Define handoff artifact, accepted commitments, unresolved risks, validation evidence, CRM fields, implementation owner, success metrics, and customer communication.
5. Produce SE handoff plan, state machine, decision table, event schema, technical checklist, commitment ledger, and post-sale owner map.

When not to use

• Do not use for generic advice the base model already handles without this skill's specific artifact contract.

Guardrails