Account Transition Handoff Plan

Plan an account transition to a new rep.

Account: {{account_name}}
Outgoing rep: {{outgoing_rep}}
Incoming rep: {{incoming_rep}}
Transition timeline: {{timeline}}

Create a transition plan:

1. Account Documentation
   - Relationship history
   - Key contacts and dynamics
   - Open opportunities
   - Contract and renewal details
   - Institutional knowledge

2. Introduction Strategy
   - How to introduce new rep
   - Customer communication
   - Internal handoff meeting

3. Joint Activities
   - Calls to take together
   - Introductions to make
   - Shadow period structure

4. Knowledge Transfer
   - Critical information to share
   - Unwritten rules about account
   - Relationship nuances

5. Customer Communication
   - Email announcing transition
   - Reassurance messaging
   - Continuity promises

6. Success Handoff
   - Criteria for complete transition
   - Support period defined
   - Escalation paths