markedclosedwon profile picture
markedclosedwon profile picture

markedclosedwon

Account Executive

Big Shot
Executive
Opinionated
+5

Checklist for leaving job

Taking a black swan approach here.


I want to know what I'm missing or haven't though about, as I've given my notice of resignation and have 2 weeks before leaving my current (and first sales) job.


Things I plan to do:

  1. Review existing deals to ensure smooth hand off (dont want to burn bridges)
  2. Connect with existing clients on LinkedIn to stay connected
  3. Prepare to hand over devices (phone and laptop)
  4. Backup emails/conversations


What else should I be doing or adding to this list?

🧢 Sales Management
🎯 Career Development
11

17 comments

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braintank
Politicker
10
Enterprise Account Executive
Benefits. Make sure you understand when your benefits are cut off, how Cobra works (should you need it), and ensure emails associated with all relevant benefits tools are associated with your personal email. 
markedclosedwon
Big Shot
1
Account Executive
Thanks, forgot about this and it also reminded me of exercising equity options.
braintank
Politicker
3
Enterprise Account Executive
Only if you can afford and you think something is gonna happen
DungeonsNDemos
Big Shot
2
Rolling 20's all day
If leaving for a new job, health insurance often starts on the 1st of the month AFTER you started. but definitely double check.
fuzzy
Notable Contributor
6
CMO (Chief Meme Officer)
Delete your emails at the server level. Make sure to “delete permanently” if possible. Wipe the devices. Backup any material or take pictures of things you may find PERSONALLY useful without violating agreements. Know your cash out on PTO if any. Pre-write your exit interview answers if you have that.
markedclosedwon
Big Shot
1
Account Executive
Whats the reasoning behind deleting emails? Wouldn't that be the equivalent of burning bridges?
fuzzy
Notable Contributor
1
CMO (Chief Meme Officer)
You can save what’s relevant for a handoff, but I delete what I can permanently to avoid any glances of some IT guy snooping around my personal life. Lots of personal sensitive data can be stored in email over time.
braintank
Politicker
4
Enterprise Account Executive
You do sensitive personal business with your corporate email?

Also, I'm no expert but most companies don't give salespeople access to their email servers. Regardless emails are typically backed up legal reasons regardless.
fuzzy
Notable Contributor
3
CMO (Chief Meme Officer)
Not really, but I’ve forwarded things to personal email addresses, etc and I don’t want them to have those.

When I say server, I mean the web portal if you use things like Outlook. Theoretically they can restore to a point but why just hand it all over easily? I’ve worked in IT long enough to try and prevent prying eyes, especially by people who don’t need to be snooping around.

Also, from a data privacy standpoint, you don’t want potential leaks by handing data over to someone who might not have the same intentions.
CuriousFox
WR Officer
0
🦊
Damn this is advice I wish I had in my 20s. 
SalesBeast
Politicker
4
Sales Leader
Make sure you have rough commission payout figures in your head. Plus 2 weeks pay and if you’re in a state that pays you out on PTO, then make sure you get that money as well. Check your last paycheck like a hawk.
Sunbunny31
Politicker
3
Sr Sales Executive 🐰
Your HR should also have a checklist to assist you, including the benefits package plus any other info you should be aware of.
markedclosedwon
Big Shot
0
Account Executive
We don't have an HR, but I'll add "check with HR" to the list.

Thanks!
Sunbunny31
Politicker
1
Sr Sales Executive 🐰
LOL.   Yeah, it's helpful to know what they really want you to return.   I returned laptops and all charging cables, but was allowed (frankly, encouraged) to keep the phone.  Your list seems solid.
SADNESSLieutenant
Politicker
2
Officer of ♥️
- quit like a savage

https://bravado.co/war-room/posts/how-to-quit-like-a-savage-bad-advice-only-share-your-favorite-quitting-story-below-sadness-lieutenant
TennisandSales
Politicker
1
Head Of Sales
If you are staying in the industry I would take any notes you took on POCs, deals, accounts that you could use in the future. 
Balloons4baboons
Opinionated
1
Account Executive
Update SalesForce.
Email yourself any relevant tips/tricks/selling advice you received that you found beneficial.
Make sure your PTO balance and commissions are accurate.
Clear your cache and cookies, especially if you didn't go incognito when looking at porn.

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