AGENT SKILL

support-to-success-handoff

Design clean handoffs between Support and Customer Success so issues, context, and ownership don’t drop — and customers don’t bounce. Use when fixing friction between ticket-driven support and relationship-driven success motions.

License 许可
MIT
最近更新
2026-07-22
Stars
★ 7
Forks
1

01 前言 Front Matter

name
support-to-success-handoff
description
Design clean handoffs between Support and Customer Success so issues, context, and ownership don’t drop — and customers don’t bounce. Use when fixing friction between ticket-driven support and relationship-driven success motions.

03 SKILL.md 正文

Support ↔ Success Handoff

Overview

Support resolves issues; Success drives outcomes. Customers experience one company. Handoffs must preserve context and set clear ownership.

When to Use

  • Defining when tickets escalate to CSMs
  • Routing chronic issues into success/risk plays
  • Aligning SLAs and communication ownership
  • Reducing “ping-pong” between teams

Core Practices

  • Define criteria: Support-owned vs CS-owned vs joint
  • Pass context (history, sentiment, business impact), not only ticket IDs
  • Close the loop with the customer on who owns next steps
  • Use recurring issue patterns as product feedback
  • Avoid dual ownership ambiguity
  • Measure handoff failure modes (reopens, complaints, delays)

Principles

  • Customer should never have to re-explain from zero
  • Not every ticket needs a CSM — protect focus
  • Chronic support volume is a success/product signal
  • Shared tools and definitions beat heroic coordination

Verification

  • [ ] Handoff criteria are written and trained
  • [ ] Context requirements are enforced in tooling
  • [ ] Failure metrics are reviewed jointly

04 同仓库更多 Skills

itsual
itsual/agent-skills-collection

compliance-monitoring

Design compliance monitoring and testing programs that verify controls work in practice and surface issues before regulators do. Use when building monitoring plans, compliance testing, or continuous control monitoring.

★ 7
itsual
itsual/agent-skills-collection

complaints-handling

Operate complaints-handling processes that meet regulatory standards — logging, timely resolution, root-cause analysis, and fair outcomes. Use when designing or improving regulated complaints frameworks or analyzing complaint themes for conduct risk.

★ 7
itsual
itsual/agent-skills-collection

aml-kyc-basics

Apply AML/KYC fundamentals — customer due diligence, monitoring, suspicious activity escalation, and recordkeeping — for financial crime compliance. Use when designing onboarding controls, transaction monitoring concepts, or AML program components in financial services.

★ 7
itsual
itsual/agent-skills-collection

ai-model-compliance

Apply compliance controls to AI and automated decision systems — transparency, fairness, human oversight, documentation, and regulatory alignment. Use when deploying AI in regulated processes (credit, fraud, customer decisions) or responding to AI governance expectations.

★ 7
itsual
itsual/agent-skills-collection

data-quality-management

Manage data quality end-to-end — dimensions, rules, remediation, and prevention — beyond one-off cleaning scripts. Use when building sustained data quality programs or fixing systemic accuracy, completeness, or consistency problems.

★ 7
itsual
itsual/agent-skills-collection

data-lineage

Capture and use data lineage — where data comes from, how it transforms, and what depends on it — for impact analysis, debugging, and trust. Use when tracing metric origins, assessing change impact, or diagnosing broken pipelines.

★ 7