so as im leaving of my current role, i have to transition my opps to the other AE.
here is what Ive done:
- Kept a spread sheet of all the deals in procurement. with links to the most current versions of all the documents that are out there and status of each doc. and shared that with the AE
- Account notes: just a google doc highlighting the key players, pain points, problems and next steps.
- Make sure all notes in SFDC are up to date, with what happened in each meeting, who was there, what the next steps were ect.
- Made email intros to my main points of contact for the other AE to follow up with.
- Helped identify key info that would need to be in the AE -> CS handoff if they close in the future.
Anything else that ppl do that im missing?
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