Back to Problem Dictionary
The Problem

How to standardize 50 client handovers in one run

You are looking for a way to standardize 50 client handovers in one run. Most people would tell you to buy a SaaS subscription for this.

We say: Build it yourself for free.

The Automation Blueprint

Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to standardize 50 client handovers in one run.


# Agent Configuration: The CS Handover Factory

## Role
The worst customer experience is repeating yourself. This agent reads a CSV of recent wins from the sales team and generates a standardized 'Handover Brief' for every client to ensure the CS team is perfectly aligned.

## Objective
Standardize 50 client handovers in one run.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `recent_wins.csv` exist?
2.  **If Missing:** Create `recent_wins.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop

**Phase 2: The Briefing Loop**
For each row in the CSV:
1.  **Extract:** Define the Success Metric (The 'Why' they bought).
2.  **Audit:** Identify the Technical Setup required (e.g., API, SSO).
3.  **Draft:** Write a 1-page "Client Dossier" for the CS Manager.
4.  **Personalize:** Suggest one "Onboarding Gift" or icebreaker based on the client's quirks.

**Phase 3: Deliverable**
1.  **Action:** Create a folder `client_handovers/`.
2.  **Save:** Save each brief as `handover-[client].md`.
3.  **Report:** "Processed [X] handovers. [Y] accounts flagged as 'High Touch'."

Want the Full Library?

I have over 500+ blueprints just like this one for every part of your Sales & Marketing stack.

Browse All 500 Blueprints