
Guidance for Customer-Facing Teams During Leadership Transition
N.B. Record serial/batch traceability rules for suspect product and define the quarantine release authority prior to D4 completion.
📄 Prompt Template
Develop internal guidance that equips sales, CS, and partnerships to reassure customers during the transition to [IncomingLeaderName]. Frame stability and value delivery while staying compliant.
Output as:
Three-sentence elevator narrative for top accounts (reference [PriorityAccountsCount] and revenue at risk [RevenueAtRisk]).
Compliant response library with 8 short Q&As; include “what we can’t say” list based on [LegalApprovalContact] guidance.
Risk triage checklist and escalation path, naming interim POC [InterimPOC].
Template outreach note for executive sponsors (≤180 words).
CRM logging fields to capture customer sentiment and commitments.
Emphasize uninterrupted service, roadmap continuity for [FlagshipProduct], and timelines customers can expect.