How to knowledge transfer when leaving your gig

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?

๐Ÿ‘‘ Sales Strategy
๐Ÿ“ณ SaaS
7
Pachacuti
Politicker
3
They call me Daddy, Sales Daddy
Youโ€™re being very nice.
I usually leave a pile of bodies and a few burning bridges in my rear view mirror when I leave a place ๐Ÿคฃ๐Ÿคฃ๐Ÿคฃ๐Ÿ”ฅ๐Ÿ”ฅ
The_Sales_Badger
Notorious Answer
1
Account Executive
Whoever is taking your place should be doing a majority of the workโ€ฆ if they arenโ€™t then, donโ€™t stress itโ€ฆ chances are they wonโ€™t even review all of the effort you put it
Sunbunny31
Politicker
2
Sr Sales Executive ๐Ÿฐ
I generally review in person with the new AE - some things are better communicated that way, such as personality, tone, what works/doesn't from a perspective of connecting with each customer.
The rest of that list is excellent.
CuriousFox
WR Officer
0
๐ŸฆŠ
Oooh I dig this addition.
HVACexpert
Politicker
1
sales engineer
think you covered it
punishedlad
Tycoon
1
Business Development Team Lead
I can't think of anything you missed. I'd be glad to have a colleague go through the trouble of doing all of that before they transition out.
antiASKHOLE
Tycoon
0
Bravado's Resident Asshole
Through it at the wall and see how they catch it..... jk, be respectful on it and follow the steps you pointed out.
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