Client Account Handover

When to use this

Done well, the client never notices the change. Done badly, you spend the next quarter rebuilding trust. The early joint introduction call is the single most useful element.

What’s included

• Account at a glance
• Their people who matter
• Last 12 months
• Their internal politics (as I read it)
• Our commercial standing
• Watchouts
• Recommended first 30 days for incoming lead
• How to reach me after handover

What to customise before you use it

• Replace Client name with your real meeting, project, or stakeholder details.
• Replace Name with your real meeting, project, or stakeholder details.
• Replace Date with your real meeting, project, or stakeholder details.
• Replace N years with your real meeting, project, or stakeholder details.
• Replace Amount, currency, ARR / one-off with your real meeting, project, or stakeholder details.
• Replace Brief view with your real meeting, project, or stakeholder details.
• Replace List with your real meeting, project, or stakeholder details.
• Replace List + resolution with your real meeting, project, or stakeholder details.
• Replace List + plan with your real meeting, project, or stakeholder details.
• Replace Detail with your real meeting, project, or stakeholder details.

# Client Account Handover — [Client name]

**Outgoing account lead:** [Name]   **Incoming account lead:** [Name]   **Handover date:** [Date]

## Account at a glance
- Tenure: [N years]
- Annual value: [Amount, currency, ARR / one-off]
- Renewal date: [Date]
- Growth potential: [Brief view]

## Their people who matter
| Name | Role | Decision-maker? | What they care about | How to reach them |
|------|------|------------------|------------------------|--------------------|
|      |      |                  |                        |                    |

## Last 12 months
- Wins delivered: [List]
- Renewals / expansions: [List]
- Issues: [List + resolution]
- Open items: [List + plan]

## Their internal politics (as I read it)
- Who's rising / declining
- Where the budget actually sits
- Who has veto power that their title doesn't suggest

## Our commercial standing
- Discount they're on: [Detail]
- Contract notice and renewal mechanics: [Plain English]
- Past escalations: [Note]

## Watchouts
- [Person who needs handling]
- [Topic that triggers them]
- [Commitment we've made that's not in writing]

## Recommended first 30 days for incoming lead
- Week 1: joint call with outgoing lead + main client contact
- Week 2: 1:1s with each of the key client contacts
- Week 3: first written check-in to client
- Week 4: review with internal sponsor

## How to reach me after handover
[Availability period and channel.]