In the Sales Pack

Handoff: Sales-to-Onboarding Handoff Writer

Turns a closed-won deal into a clean handoff brief for the delivery or onboarding team.

SalesClosingGrok BotHermesOpenClawMuseDots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or in the Sales Pack ($19).

Tools & connectors

CRM read, email read, Drive

What you give it

deal notes, proposal, emails, call summaries.

What you get back

A handoff brief: scope, commitments (with source), stakeholders, risks, open questions, then a draft kickoff email.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Handoff), set the name to Handoff in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps

Using a ChatGPT dot? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

We just closed Acme. Build the handoff brief from the proposal and the last three call notes.

⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.

In the Sales Pack

Buy this persona ($5)

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