New-owner account brief

Output: client history for a new owner

Context without archaeology.

When to use this

• Workflow: knowledge handoff
• Operators who already produce this

Skip if: No clear definition of done

Body (copy and fill)

# New-owner account brief
Purpose: client history for a new owner

## Context
- Audience:
- Time window:

## What happened
- 

## What matters
- 

## Next steps (owner · date)
- [ ] 

Prompt to fill it faster

Fill this template for knowledge handoff. Artifact: client history for a new owner.
Use only my notes. Mark unknowns [CHECK]. Plain English.

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