Produce an AE-to-CS handoff brief — everything the incoming CSM needs from the sales conversations. Builds an engagement timeline, then runs conversation_intelligence in parallel on the key engagements to pull requirements, success criteria, stakeholders and how they like to work, and the relationship state.
Install
npx skills add Zoominfo/zoominfo-mcp-plugin --skill ae-cs-handoffnpx skills add Zoominfo/zoominfo-mcp-plugin --skill ae-cs-handoff -a claude-code -gnpx skills add Zoominfo/zoominfo-mcp-plugin --skill ae-cs-handoff -a codex -ggemini skills install https://github.com/Zoominfo/zoominfo-mcp-plugin.git --path skills/ae-cs-handoffgh skill install Zoominfo/zoominfo-mcp-plugin ae-cs-handoffgit clone --depth 1 https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/Zoominfo__zoominfo-mcp-plugin
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/Zoominfo__zoominfo-mcp-plugin/skills/ae-cs-handoff ~/.claude/skills/ae-cs-handoff # Claude Code
cp -R /tmp/Zoominfo__zoominfo-mcp-plugin/skills/ae-cs-handoff ~/.agents/skills/ae-cs-handoff # Codex, Cursor, Gemini CLI, Copilot, OpenCode