drtendo profile picture
drtendo profile picture

drtendo

Enterprise Account Executive

Politicker
Catalyst
Valued Contributor
+6

What to include in a handover doc for colleagues?

I've handed in my 1 months' notice (UK), and am about to be released on gardening leave. My opportunities and accounts will be distributed to other members of the team, so my question is what would you as my teammate, want to receive in terms of info about the account you have now picked up, especially if there is a potential deal to be done with that account?


I of course have my own experiences and ideas of what to include, but wanted to make sure I'm being as good to my (soon to be ex-)teammates as I can be.


Answers can just be a bullet point if easier! :)

๐Ÿ‘จโ€โค๏ธโ€๐Ÿ’‹โ€๐Ÿ‘จ Customer Care
๐Ÿง  Advice
4

13 comments

Sort by:
CuriousFox
WR Officer
1
๐ŸฆŠ
Key contacts
Notes from meetingsย 
Any follow ups owed
Upcoming meetings set

I would want the state of the business so to speak on each account so the prospects don't get the impression there's weak communication within our company.ย 
Beans
Big Shot
1
Enterprise Account Executive
I'd add in personality types, laggard, champion etc.


drtendo
Politicker
0
Enterprise Account Executive
i like this, thank you!
drtendo
Politicker
0
Enterprise Account Executive
Yeah good plan, make a sure the customer doesn't feel like its' created any kind of delay!
Telehealth_2the_Moon
Notable Contributor
0
Director of Business Development
Detailed next steps: Who, what, whyย 


Clear information on what deals look really good and what don't. For the ones that look good it might make sense to provide a good warm handoff from you to the next seller.ย 

Best of luck in whatever is next for you!
drtendo
Politicker
1
Enterprise Account Executive
I'd love to do a warm handoff but my org wont let me! Such a shame :(

Thanks for your points :)
Telehealth_2the_Moon
Notable Contributor
0
Director of Business Development
Really? That's odd, any particular reasons why?
CaneWolf
Politicker
0
Call me what you want, just sign the damn contract
What's gardening leave?

What the others have contributed is excellent. I would add anything that's been a challenge with the accounts because of your side of things (software issue, bad support, etc). This way those people don't get exploded on randomly when something goes wrong.
drtendo
Politicker
1
Enterprise Account Executive
Essentially, i've handed in my 30 day notice and as I'm going to a direct competitor, my current org would rather I not have access to their CRM, sales enablement materials, VPN etc. So as they are legally required to keep me on the books and pay me for the next 30 days, they don't want me working.

Its amazing. I have all of June off, paid.

And thanks for your suggestions, I agree about the challenges part for sure!
CaneWolf
Politicker
0
Call me what you want, just sign the damn contract
That sounds beautiful. Enjoy it, exercise, watch some sports, read. I'm jealous.
JuicyKlay
Celebrated Contributor
0
AM
Contact rolesย 
Next Steps
Account History/Overviewย 
Active/Past Opps
Meeting Notesย 
List of partners/resellers involvedย 

Also make sure to make the new POC the host for an recurring meetings with the account.ย 
drtendo
Politicker
1
Enterprise Account Executive
AH the last point is fab, I do have some monthlies in the calendar that will need to be passed over!
JuicyKlay
Celebrated Contributor
0
AM
I learned that one the hard way!

Related posts

14

AE's what would you like SDRs to include in their handoff notes?

Question
๐Ÿ‘‘ Sales Strategy
20
4

How do your weekly team and management sales call look and include?

Question
โ˜๏ธ Software Tech
11
Including these in weekly calls - which is a must?
69% Pipeline review
3% Demo given
8% Addition to Quarterly pipeline
19% Conversions and movement from demo
36 people voted
4

Do you use proposal generators? If so, which one?

Question
๐Ÿ‘‘
๐Ÿ“ˆ
๐Ÿง 
6
Bravado is a community of trusted sales professionals endorsed by their customers.
Apple Store logo
Products
The War Room Jobs Salary Guide Tech Sales U
Company
About Us How It Works Blog Bug Bounty
Contact
Press Careers
ยฉ 2024 Bravado Inc. All rights reserved.
Privacy Policy Legal and Privacy Center Sales Jobs
If you are hired as a contract sales rep by a Bravado customer, we may ask you to prove access to the employee email account provided to you by that customer. This data will be shared with customers to track your sales productivity; customers can use this data to confirm you meet the minimum activity requirements to pay out your ramp stipend and commission.