Guidance for Customer-Facing Teams During Leadership Transition

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.

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