Account manager handover¶

When a client moves from one person to another, the client should hear about it from you, and the new manager should know what to read first.

The Account manager handover workflow on the canvas: New manager, then Load the client, then Introduce them, then Handover list

Before you start¶

Nothing beyond clients with a responsible manager

The workflow¶

Step	Task	Type	What it does
1	New manager	CRM Trigger	Starts when a client’s responsible manager changes
2	Load the client	Match to Client(s)	Loads the client to get the new manager’s name and email
3	Introduce them	Email	Introduces the new manager to the client
4	Handover list	Workflow Note	Gives the new manager a short checklist

About the variables

Values such as {{task_36403_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. New manager¶

Task: CRM Trigger. Starts when a client’s responsible manager changes.

Field	Set it to
Trigger Type	`Client Field Change`
Target Field	`admin_responsible`

2. Load the client¶

Task: Match to Client(s). Loads the client to get the new manager’s name and email.

Field	Set it to
Action	`Match to Client`
Find the client by	Client ID = `{{task_36403_client_id}}`

3. Introduce them¶

Task: Email. Introduces the new manager to the client.

Field	Set it to
Outgoing Email User	Wendy Darling
Client	`{{task_36403_client_id}}`
To	`{{all_contacts}}`
Subject	`Meet your new account manager`

Body

Hi,

From today {{task_36404_match_client_responsible_manager_name}} looks after your account. They have your full history, so there is nothing you need to repeat.

You can reach them at {{task_36404_match_client_responsible_manager_email}}, or simply reply to this email.

Kind regards,
The Neverland team

4. Handover list¶

Task: Workflow Note. Gives the new manager a short checklist.

The Workflow Note task named Handover list, opened to its settings

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36403_client_id}}`
Note Type	`Note`
Priority	`Medium`
Due Date	`Tomorrow (8AM)`
Tag Users	`{{task_36404_match_client_responsible_manager}}`

Message

This client is now yours.

Read the last three months of notes

Check open quotes and unpaid invoices

Call to introduce yourself this week

Make it yours¶

Add a note for the previous manager asking for a handover call.
Add an If Statement to skip clients with a Lost status.