> ## Documentation Index
> Fetch the complete documentation index at: https://docs.engramhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer context bridge

> Hand accounts from sales to CS with why they bought, champions, and landmines.

<Card title="Goal" icon="bullseye">
  Zero context loss at the sales → CS handoff — why they bought, who championed, success criteria, and landmines.
</Card>

## Best for

CS and account owners taking over accounts after close.

## Connectors that power this

| Connector            | Role                         | Needed?     |
| -------------------- | ---------------------------- | ----------- |
| HubSpot / Salesforce | Opportunity and contacts     | Required    |
| Fathom / Gong        | Sales call truth             | Recommended |
| Slack                | Alert CS channel             | Recommended |
| Notion               | Shared CS brief for the team | Recommended |

## Run it

<Prompt description="Sales → CS context brief" actions={["copy"]}>
  Build a CS handoff brief for \[COMPANY] from CRM and sales calls (Fathom/Gong if connected): why they bought, champion and influence map, success criteria in their words, implementation landmines, and first 30-day plan. Write it so a CS owner can run without joining another call.
</Prompt>

## What good looks like

* Customer language preserved
* Landmines explicit
* 30-day plan with owners

## Related

* [Team handoff](/use-cases/team-handoff)
* [Renewal intelligence](/use-cases/renewal)
* [Meeting to brief](/use-cases/meeting-brief)