Account Handover Notes Draft a structured handover document when transitioning a PostHog account from one TAM or CSM to another. The document gives the incoming owner everything they need to pick up the account without the customer noticing a gap. Input : Account name (and optionally: reason for transition, any context the outgoing TAM wants to include) Core Workflow 1. Ingest context — Read what the TAM provides (account name, transition reason, anything they want to flag) 2. Pull Vitally account data — Account health, contacts, notes, conversations 3. Pull PostHog usage data — Product usage…