account-handover: require renewal ownership and payment method in notes - #151
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account-handover: require renewal ownership and payment method in notes#151danazou wants to merge 1 commit into
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…dover notes Handover notes must document who on the customer side owns the renewal (champion vs procurement, how long the last one took, quirks) and whether a valid payment method is on file (and why not, if not). Adds these to the output format, template, and critical rules. Generated-By: PostHog Desktop Task-Id: eec054f2-b378-4724-9f27-91996a4384a5
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Changes
The account-handover skill's output format, template, and critical rules now require every handover note to document (a) who on the customer side owns the renewal - champion or procurement, how long the last one took, and any quirks - and (b) whether there's a valid payment method on file, and why not if not. Both fall back to
[TAM to confirm]prompts when the data can't answer, rather than being dropped.Companion to the handbook update in PostHog/posthog.com#19389.
Why: renewal blockers kept tracing back to handover notes missing exactly these two things.
Created with PostHog Desktop