Agent skill

Revops Handoffs

by swan-gtm in swan-gtm/gtm-skills

A skill your agent uses when revenue leaks between teams: leads go dark after handover to sales, promised commitments disappear after signature, expansion signals stay invisible, CS never learns…

MITAuto-check passed

Install Revops Handoffs

skills CLI
$ npx skills add swan-gtm/gtm-skills --skill revops-handoffs -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install swan-gtm/gtm-skills revops-handoffs --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/swan-gtm/gtm-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/rutger-katz/revops-handoffs .claude/skills/revops-handoffs && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
revops-handoffs
GitHub stars
172
Token cost
~3.7k tokens
SKILL.md length
1,707 words
Files
5 (incl. references)
Skills in repo
32
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when revenue leaks between teams: leads go dark after handover to sales, promised commitments disappear after signature, expansion signals stay invisible, CS never learns…

  • Works in 7 steps: Marketing to Sales → Sales to Partner/Implementation → Implementation to CS → …
  • Revenue leaks between teams: leads go dark after handover to sales
  • SKILL.md covers The Five-Node Bow Tie, 1. Marketing to Sales, 2. Sales to… and 3. Implementation to CS, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Revops Handoffs is an agent skill from swan-gtm/gtm-skills. Use this skill when revenue leaks between teams: leads go dark after handover to sales, promised commitments disappear after signature, expansion signals stay invisible, CS never learns what sales committed. Designs handoff protocols across the full revenue bow-tie (marketing to sales, sales to customer, customer to expansion) with speed-to-lead SLAs, context-packet architecture, ownership models, and leading indicators of failure. Produces handoff playbooks per transition, context templates, SLAs with…

Its SKILL.md is about 3.7k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `references/ai-tooling-for-revenue-handoffs-extended-vendor-guide.md`, `references/expansion-pipeline-architecture.md` and `references/handoff-slas-and-benchmarks.md`).

The repository describes itself as: Open, production-grade GTM skills for AI agents. The licence is MIT.

When your agent uses it

  • Revenue leaks between teams: leads go dark after handover to sales
  • Promised commitments disappear after signature
  • Expansion signals stay invisible
  • CS never learns what sales committed

Example prompts

  • “/revops-handoffs”

Workflow steps

7 steps, taken from the step headings in SKILL.md.

  1. Marketing to Sales
  2. Sales to Partner/Implementation
  3. Implementation to CS
  4. CS to Sales (Expansion)
  5. Lifecycle Marketing and ABM Loops
  6. AI-Enabled Handoffs
  7. HubSpot Implementation

What it can do on your machine

Read from SKILL.md and the folder at commit 67abd04. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • neontriforce.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Revops Handoffs loads about 3.7k tokens when it runs, and up to ~13k if it reads all its reference files. Until then it costs about 194 tokens; SKILL.md has 1,707 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~194
When it runs · the whole SKILL.md, loaded when a task matches
~3.7k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~13k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from swan-gtm/gtm-skills at commit 67abd04, republished under its MIT licence (© swan-gtm). 1,707 words, ~3,728 tokens.

Download SKILL.mdSave it as .claude/skills/revops-handoffs/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
revops-handoffs
description
Use this skill when revenue leaks between teams: leads go dark after handover to sales, promised commitments disappear after signature, expansion signals stay invisible, CS never learns what sales committed. Designs handoff protocols across the full revenue bow-tie (marketing to sales, sales to customer, customer to expansion) with speed-to-lead SLAs, context-packet architecture, ownership models, and leading indicators of failure. Produces handoff playbooks per transition, context templates, SLAs with measurement dashboards, and detection rules for leaking revenue. Rule: handoffs are where revenue leaks. Trigger phrases: leads fall through the cracks, closed-won handoff, CS-to-sales handback, speed-to-lead, SLA between teams, nobody owns expansion.
title
Design revenue handoffs
category
RevOps

Revenue Handoff Operations: Full Bow-Tie Model

You are a revenue handoff architect. Handoffs are where revenue leaks. Standardised handoff protocols improve implementation success by ~45% and cut first-year churn by 35-40%. Your job: design the SLAs, context packets, routing rules, ownership models, and automation for every transition in the bow tie.

Reference files (read before giving detailed implementation advice):

  • references/handoff-slas-and-benchmarks.md: SLA targets, speed-to-lead data, metrics per handoff, leading indicators of failure, measurement dashboards
  • references/expansion-pipeline-architecture.md: three-type expansion model, new-DMU cross-sell handling, ownership thresholds, association model, SPICED requirements
  • references/hubspot-workflows.md: pipeline configurations, workflow specs, property catalog, Breeze AI patterns, tier requirements
  • references/ai-tooling.md: AI handoff document generation, enrichment/scoring tools, predictive models, LLM middleware patterns, GDPR considerations

The Five-Node Bow Tie

Most B2B SaaS orgs have four handoff points. Companies with implementation partners have five:

Marketing → Sales → Partner/Impl → CS → Sales (expansion)
                                         ↑
              Lifecycle marketing & ABM loops back ←──┘

Each node has: an owner, a context packet (what must transfer), an SLA (time + quality), a trigger (what fires the handoff), and measurement (how you know it's working or failing).

1. Marketing to Sales

The most studied, most frequently broken transition. Speed kills competitors; delay kills deals.

Speed-to-Lead (the non-negotiables)
Lead TypeResponse SLAEvidence
Hand-raisers (demo, pricing)< 5 minutes21× more likely to qualify vs 30 min (Dr. James Oldroyd, MIT Sloan, 2007; foundational research, predates AI automation and channel saturation; 15,000+ leads across 6 companies)
Paid ads< 3 minutesHighest cost-per-lead, hottest intent
Partner referral< 30 minutesWarm but relationship-dependent
Organic inbound< 10 minutesModerate intent
Content / webinar3-4 days (nurture first)Premature outreach damages trust

Reality check (historical baseline, 2011): average B2B response is 42 hours, 23% never get a reply. Modern context (2025): instant booking converts 66.7% of qualified submissions vs ~30% industry average (Chili Piper, 4M submissions); <5-minute response closes at 32% rate (Optifai Pipeline Study, 939 companies).

Lead Tiers

Hand-raisers: bypass scoring, route directly to sales. 5-minute SLA. MQLs: firmographic fit + behavioural intent + third-party intent. Common starting split: 40/40/20 (operational template; optimise through conversion analysis against your closed-won data). Route to SDR/AE by territory. Scoring drives 39-40% MQL-to-SQL vs 15-21% without (Forrester/SiriusDecisions Demand Waterfall). PQLs (hybrid PLG): usage-based triggers. Convert at 15-30%.

Context Packet

Firmographic context, full engagement history, lead score breakdown (fit vs intent), buying group context (other contacts from same account), qualification data (SPICED/BANT if SDR-qualified). Auto-enrich before routing to eliminate research delay.

Marketing-Sales SLA

Marketing: X qualified MQLs, pipeline contribution at 4x coverage. Sales: respond within SLA, 5-10 follow-up attempts, CRM disposition within deadline. Enforce: auto-escalation, auto-reassignment at 24h, weekly compliance reporting.

Routing Models

Round-robin (early stage), territory-based (scale), capacity-based (mature). Account-based override is non-negotiable: leads from known accounts route to account owner, never rotation. For EU: route by language of form submission as first-pass filter: DACH, Nordics, UK/IE, Western Europe, Southern Europe, CEE.

→ For detailed benchmarks and metrics: read references/handoff-slas-and-benchmarks.md

2. Sales to Partner/Implementation

Customer excitement peaks at signature then collapses if nothing happens ("Trough of Disillusionment").

Context Packet (7 elements)
  1. Deal history and origin
  2. Customer goals with measurable success criteria (specific, not assumed)
  3. Full stakeholder map (champion, economic buyer, end users, detractors)
  4. Every commitment the AE made (explicit and implicit)
  5. Known risks and internal politics
  6. Technical requirements (integrations, migration, compliance)
  7. Customer timeline including critical events from SPICED
SLAs
MilestoneTarget
Internal AE to Impl briefing24-48 hours post-signature
Customer introduction emailWithin first week
Kickoff scheduled48-72 hours post-signing
First implementation meeting2-7 days (2 best, 7 standard)
Partner-Specific

Partner receives: full SPICED brief + technical requirements + stakeholder map + timeline + promises log. AE attends partner kickoff. Partner reports milestones to vendor CRM. Hypercare (2-4 weeks post go-live) bridges to CS.

Sales Involvement Model

Warm overlay (default): AE at kickoff, introductions, steps back, CC'd 2 weeks. Pre-sale CS (enterprise >€50K ACV): CSM in late-stage calls. Clean break (SMB <€10K): automated handoff.

3. Implementation to CS

Least standardised, most consequential. Early value realisation (within first 30 days) correlates with higher CLV.

Context Packet

Scope/configuration details, training completion status and gaps, outstanding issues with workarounds, customer sentiment during implementation, updated stakeholder map, initial adoption metrics, lessons learned.

Go-Live Readiness (5 conditions, all true)

Tasks work end-to-end. People trained. Data migrated. Support plan in place. Rollback plan exists.

Health Scoring Starts Here

Don't wait for steady-state. Track: milestone completion rate, stakeholder engagement, customer responsiveness, admin login frequency, training attendance.

4. CS to Sales (Expansion)

Expansion costs $0.27/$1 ACV vs $1.16 new (Pacific Crest, 2016, historical baseline); modern data shows 50-60% of new ARR from expansion sourced from existing customers (OpenView 2023, KeyBanc 2024), up from historical 35-40%.

Three Expansion Types: Critical
TypeDMUPipelineDiscovery
UpsellSame champion, same budgetShort: Identified → Proposal → WonSPICED refresh
Cross-sell (warm)Partial overlap, champion introducesStandard: Identified → Needs Assessment → Proposal → Negotiation → WonPartial new SPICED
Cross-sell (new DMU)Completely new buying groupFull discovery stages addedFull new SPICED mandatory

A cross-sell with a completely new DMU is a new-logo sale inside a known company. Trust is with the account, not the buying group. Forcing it into the short pipeline poisons win rate and velocity data.

Litmus test: "Would losing the contract in BU-A affect closing in BU-B?" If no → new logo with customer referral source.

Ownership
ACVOwnerCS role
<€10KCSM closesEnd-to-end
€10K-50KAM/AE + CSMContext, stays in meetings
>€50KAE full cycleIntroduces, advisory

Define thresholds in governance. Ambiguity = nobody closes.

Expansion Signals

Usage: 80%+ seat limits, new feature adoption, DAU increasing. Relationship: champion promoted, new stakeholder, positive NPS. Commercial: org headcount growth, new budget cycle, cross-functional interest. Outcomes: value ahead of schedule, ROI exceeded, new use cases.

CS to Sales Handback Process

CSM flags signal → workflow creates deal → assigns to AE → CSM prepares brief (health, usage, stakeholders, whitespace) → joint meeting → clear rules of engagement from there.

→ For new-DMU detail, association model, and reporting payoff: read references/expansion-pipeline-architecture.md

5. Lifecycle Marketing and ABM Loops

Five-Stage Post-Sale Marketing
  1. Onboarding: role-based education, setup guides, in-app messaging
  2. Adoption: feature spotlights, best practices, certifications
  3. Retention: ROI reports, QBR materials, NPS surveys
  4. Expansion: usage-based trigger emails, cross-sell content, feature nudges
  5. Advocacy: case studies, review campaigns (G2, Capterra), advisory boards
Show full SKILL.md (695 more words)Show less
ABM for Existing Customers

Churn prevention ABM (competitor intent signals to executive engagement), cross-sell ABM (content clustering to product nurture), multi-threading ABM (new departments via LinkedIn + role-specific content), renewal ABM (customer-specific ROI reports 90-120 days pre-renewal), usage-based expansion ABM (in-app + email on product signals).

6. AI-Enabled Handoffs

Read references/ai-tooling.md for the full stack. Summary:

Production-ready now: AskElephant ($99/mo) for auto-generated SPICED handoff docs. Clay ($149-800/mo) for enrichment + scoring. HubSpot Breeze for native intent scoring. Gong/Avoma for conversation intelligence.

LLM middleware pattern: deal stage change → pull CRM data + transcripts → structured prompt → output to CRM/workspace. Works with GPT-4 or Claude via Zapier/Make/n8n.

Predictive: Pendo Predict, ChurnZero for churn/expansion. Best models hit 85-92% accuracy 60-90 days pre-churn.

GDPR non-negotiables: data residency, model training opt-out, consent management, EU Data Act switching requirements.

7. HubSpot Implementation

Read references/hubspot-workflows.md for detailed specs. Architecture summary:

Three pipelines: New Business, Expansion (with expansion_type driving conditional stages), Renewals (auto-created on Closed Won).

Deal-to-deal associations (Professional+) link expansion → original deal for lineage and Δt7 measurement.

Key workflows: MQL routing (5-min SLA, Breeze AI summary, Slack notify, 24h escalation), Closed-Won handoff (validate completeness → create onboarding ticket + renewal deal), expansion signal (company property → auto-create deal → assign + notify), renewal automation (date-triggered at T-90).

Speed-to-lead tracking: custom first_connection_date property + calculated speed_to_lead_hours. HubSpot lacks this natively.

Measurement Framework

Metrics by Handoff
HandoffKey MetricsTargets
Mktg to SalesSpeed-to-lead, MQL-to-SQL conversion, unworked rate<5 min (hand-raisers), 25-35% conversion, <5% unworked
Sales to ImplTime-to-kickoff, info completeness, quality score<7 days, >90%, ≥4.0/5
Impl to CSTTFV, go-live rate, onboarding churnSegment-dependent, >85%, <3%
CS to SalesExpansion pipeline from CS, handoff time, expansion win rate, NRRGrowing QoQ, <48h, >40% upsell / >20% new-DMU, 110-130%+
Leading Indicators of Failure

Rising unworked leads (>10%) signals SDR overload/routing failure. MQL rejection rising signals ICP misalignment. Time-to-kickoff >14d signals sales-CS bottleneck. Declining onboarding completion signals capacity/complexity issue. Shrinking expansion pipeline signals CS not surfacing signals.

Quality Scorecard

Receiving team rates each handoff 1-5 across: information completeness, promise alignment, customer sentiment continuity, context transfer quality, stakeholder mapping. Review weekly in operating cadence.

How to Use This Skill

"Leads fall through the cracks": Speed-to-lead + routing rules. Read benchmarks reference. "CS never knows what sales promised": SPICED-to-handoff pipeline. Gate Closed Won on completeness. Read AI tooling reference. "We lose momentum after signature": Sales to Impl SLA. Auto-trigger on Closed Won. Read workflows reference. "Nobody owns expansion": Ownership model + expansion pipeline. Read expansion architecture reference. "Cross-sell has a different buying group": Three-type model. Read expansion architecture reference. "How do we involve the partner?": Partner context packet + AE-at-kickoff + hypercare bridge. "Design handoffs from scratch": Audit each point against SLA framework. Instrument leading indicators. Start with biggest revenue leak.


References

  • Dr. James Oldroyd, MIT Sloan (2007). Lead Response Management study. 15,000+ leads across 6 companies. Published via InsideSales.com.
  • Velocify (circa 2012). Responding within 1 minute increases conversion by 391%.
  • HBR (2011). "The Short Life of Online Sales Leads." 2,241 companies tested. Average B2B response: 42 hours. 23% never responded.
  • Workato (2024). Speed-to-lead study: 114 B2B companies. Only 1 sent personalised email within 5 min. Average personalised response: 11h 54m.
  • Chili Piper (2025). 2025 Benchmark Report: ~4M form submissions. Instant booking converts 66.7% vs ~30% industry average.
  • Justin Norris, RevOps FM (2025). "A Complete Guide to Speed-to-Lead." 10-min hand-raiser SLA to 40% conversion lift.
  • Optifai Pipeline Study (Q2 2025-Q1 2026, 939 companies). <5 min response = 32% close rate, 2.6x higher than 24+ hours.
  • Pacific Crest / David Skok & Matrix Partners (2016). SaaS Survey: expansion costs $0.27 per $1 ACV vs $1.16 new logos.
  • OpenView Partners (2023). SaaS Benchmarks (700+ companies): 50-60% of new ARR from expansion (best-in-class).
  • KeyBanc (2024). Expansion = 52% of new ARR.
  • Rework (2025). "Deal Handoff Protocol: Standardizing Post-Close Transitions." 45% implementation improvement, 35-40% churn reduction.
  • Forrester/SiriusDecisions. Demand Waterfall: MQL→SQL 39-40% with scoring vs 15-21% without.

What good looks like

  • Every bow-tie transition has a named owner, an SLA, and a context packet the receiving team actually reads.
  • Speed-to-lead is measured against the SLA and breaches alert someone accountable.
  • After signature, CS can see what sales promised without asking.
  • Leak indicators such as unworked leads and silent post-sale accounts sit on a dashboard, not in retrospectives.

Built by Neon Triforce

© swan-gtm, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in skills/rutger-katz/revops-handoffs of swan-gtm/gtm-skills.

  • SKILL.md
  • references/ai-tooling-for-revenue-handoffs-extended-vendor-guide.md
  • references/expansion-pipeline-architecture.md
  • references/handoff-slas-and-benchmarks.md
  • references/hubspot-workflow-specifications-for-revenue-handoffs-extended.md

Open the folder on GitHubat commit 67abd04

Compare with similar skills

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Questions about Revops Handoffs

What does Revops Handoffs do?

A skill your agent uses when revenue leaks between teams: leads go dark after handover to sales, promised commitments disappear after signature, expansion signals stay invisible, CS never learns…. Revops Handoffs is an agent skill from swan-gtm/gtm-skills. Use this skill when revenue leaks between teams: leads go dark after handover to sales, promised commitments disappear after signature, expansion signals stay invisible, CS never learns what sales committed.

When should I use Revops Handoffs?

Revops Handoffs fits situations like: revenue leaks between teams: leads go dark after handover to sales; promised commitments disappear after signature; expansion signals stay invisible; CS never learns what sales committed.

How do I install Revops Handoffs in Claude Code?

Run `npx skills add swan-gtm/gtm-skills --skill revops-handoffs -a claude-code`. Or copy the skill folder (skills/rutger-katz/revops-handoffs in swan-gtm/gtm-skills) into .claude/skills/revops-handoffs in your project. Claude Code loads it when a task matches its description.

How do I install Revops Handoffs in Codex?

Run `npx skills add swan-gtm/gtm-skills --skill revops-handoffs -a codex`. Or copy the skill folder (skills/rutger-katz/revops-handoffs in swan-gtm/gtm-skills) into .agents/skills/revops-handoffs in your project. Codex loads it when a task matches its description.

Can I use Revops Handoffs in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add swan-gtm/gtm-skills --skill revops-handoffs -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/revops-handoffs, .gemini/skills/revops-handoffs, .github/skills/revops-handoffs and .opencode/skills/revops-handoffs in your project.

What does Revops Handoffs need to run?

SKILL.md names no scripts, command-line tools or credentials: Revops Handoffs is instructions for the agent only.

Does Revops Handoffs access the network?

SKILL.md names 1 domain. As links in the text: neontriforce.com. This is read from the text; nothing was executed.

Is Revops Handoffs safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Revops Handoffs use?

Revops Handoffs is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Revops Handoffs use?

About 3.7k tokens (SKILL.md is roughly 15k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 9.4k tokens, read only when the agent opens those files.

What are the alternatives to Revops Handoffs?

Skills that share tags, products or a category with Revops Handoffs: Revops (sickn33/agentic-awesome-skills, 47k stars), Session Handoff Document (thedotmack/claude-mem, 99k stars), Handoff (nexu-io/open-design, 100k stars) and Handoff (alirezarezvani/claude-skills, 28k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Revops Handoffs?

swan-gtm (a GitHub organization) maintains it in swan-gtm/gtm-skills, which has 172 GitHub stars. The repository holds 32 skills in this directory. The repository was last updated on October 8, 2026.

Source: swan-gtm/gtm-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.