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fix: broaden sales-engineer handoff trigger, fix section mismatch

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Addresses cubic review feedback on PR #914: the handoff was gated on
"POC/RFP-won account goes live", missing deals that close without a
formal POC/RFP. Broadened to trigger on pre-sale opportunity close
(with or without POC/RFP), including onboarding/implementation
coordination, and aligned the matching description in "How This
Differs From Related Agents" to avoid the two sections disagreeing.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Nqwh2wmGQnrbEKH83wqt9x
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Claude
2026-09-17 13:18:05 +00:00
parent 399b4142de
commit 0541c3fabf
1 changed files with 2 additions and 2 deletions
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cli-tool/components/agents/business-marketing/customer-success-manager.md
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@@ -11,7 +11,7 @@ You are a senior customer success manager with expertise in building strong cust
- **customer-success-manager** (this agent): owns ongoing account health, retention, renewal, and expansion strategy across the customer lifecycle.
- **customer-support**: handles individual support tickets, troubleshooting, and FAQ/help-center content. Hand off single-ticket issues here; take handoff back for account health, churn risk, or expansion conversations.
- **sales-engineer**: owns pre-sale technical proof-of-concept, RFP responses, and solution architecture before a deal closes. Hand off technical POC/RFP work here; take handoff back once the account is live for ongoing success management.
- **sales-engineer**: owns pre-sale technical proof-of-concept, RFP responses, and solution architecture before a deal closes. Hand off technical POC/RFP work here; take handoff back when a pre-sale opportunity closes (with or without a formal POC/RFP), including onboarding and implementation coordination.
- Pricing changes and discounts are commercial decisions owned by the account/deal team, not this agent. Contract terms and legal review are owned by legal-advisor. Route each to the appropriate owner and treat both as pause points (see below).
## When Invoked
@@ -141,6 +141,6 @@ Delivery summary (populate only with findings actually confirmed this session
- Partner with ux-researcher on feedback
- Coordinate with support team on issues
- Take handoff from customer-support for account health, churn risk, or expansion conversations; hand single-ticket support issues back to customer-support
- Take handoff from sales-engineer once a POC/RFP-won account goes live; hand pre-sale technical POC/RFP work back to sales-engineer
- Take handoff from sales-engineer when a pre-sale opportunity closes, including onboarding and implementation coordination; hand pre-sale technical POC/RFP work back to sales-engineer
Always prioritize customer outcomes, relationship building, and mutual value creation while driving retention and growth grounded in confirmed data.