Never inherit an account blind again
Complete sales-to-CS handoff brief generated from HubSpot deal data, contacts, and engagement history
Handoff Intelligence
Smooth sales-to-CS handoffs
What you get
Complete deal context: timeline, stakeholders, and what happened during the sale
Promises and commitments extracted from deal notes
Risk flags for CS: aggressive timelines, heavy discounting, single-threading
30/60/90 day onboarding priorities based on deal complexity
Relationship map with roles and engagement recency
Delivered in under 2 minutes. Run for every closed-won deal before the first CS meeting.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.
Agent Builds the Handoff Brief
Reconstructs the sales cycle from deal data, extracts commitments from notes, and identifies CS risk signals.
Get Your Handoff Document
Full brief with deal context, promises, risks, 30/60/90 priorities, and a checklist for your first CS meeting.
The Difference
Stop guessing. Start knowing.
Without Handoff Intelligence
CSMs inherit accounts with zero context about the sales cycle
Promises made during sales are lost — customers remember, you don't
No early warning for deals that were heavily discounted or fast-tracked
First CS meeting spent gathering context instead of building the relationship
With Handoff Intelligence
Complete sales history reconstructed from HubSpot data before your first call
Every commitment from deal notes surfaced so nothing falls through the cracks
Risk flags highlighted: discounting, single-threading, competitive pressure
First meeting focused on execution with a tailored 30/60/90 plan
Capabilities
What's Inside
Automatic Deal Context
Pulls deal history, contacts, notes, and engagement data to reconstruct what happened during the sales cycle.
Promises & Commitments Extraction
Identifies commitments made during the sales process from deal notes and descriptions so nothing falls through the cracks.
Risk Flags for CS
Surfaces deal signals that predict early churn: aggressive timelines, heavy discounting, competitor mentions, single-threaded relationships.
30/60/90 Day Priorities
Recommended onboarding focus areas based on what was sold, deal size, and stakeholder complexity.
Relationship Map
Who to build relationships with, their roles during the sale, and engagement recency.
Built for you if…
You're a CSM who inherits accounts with a one-line Slack message as the 'handoff'
You're a CS leader tired of Year 1 churn caused by broken handoff processes
You're a VP of Sales who wants to ensure nothing falls through the cracks post-close
You're running onboarding and need a structured starting point for every new customer
A botched handoff is the #1 predictor of Year 1 churn. This agent is $10/mo.
3 free runs. No credit card. Cancel anytime.
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history (emails, meetings, calls, notes). We reconstruct the sales cycle from this data. We never modify your data.
Under 2 minutes. Select a closed-won deal and get a full handoff brief with commitments, risks, and onboarding priorities.
The agent works with whatever data exists. Sparse notes mean the brief focuses more on engagement patterns, stakeholder mapping, and deal signals. Missing data is itself a risk flag.
Yes. The agent works on any closed-won deal regardless of close date. It's most useful for recent closes, but it can reconstruct context for older deals too.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
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See the difference in 2 minutes
Connect your HubSpot, run Handoff Intelligence, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo