Use a detailed Account Manager transition SOP to be sure client trust remains high.

An effective account manager transition SOP saves you from the stress of difficult account changes. Track schedules, progress, and client details with ease to keep your clients satisfied.

Many businesses count on the trust Account Managers create with their clients. When account representatives understand client needs and goals, they create customer loyalty and build paths to additional revenue streams. Research shows how repeat business from a customer is the result of strong customer relationships. Account Managers who understand their clients needs and help identify and solve client problems are far more likely to help your business grow.

Who participates in an Account Manager transition SOP?

However, Account Managers change from time to time. People relocate, switch jobs, or seek promotions. Regardless of why, you need to make sure the client’s transition to a replacement Account Manager goes smoothly. To do that, the new Account Manager must become deeply knowledgeable about the client–ideally before ever meeting the client. The transition process requires preparation, time, and communication among team members to properly complete. Set aside time to do this. Otherwise, if little preparation is taken, an uninformed Account Manager will cause the client to lose hard earned trust.

What happens if you do not have a good Account Manager transition SOP?

Don’t lose customers’ confidence with a thoughtless Account Manager transition process. Empower your representatives to engage boldly with a new relationship to a client. An Account Manager transition SOP lets you be sure that all important details about the client, the account, and the projects get passed on. Protect the investment you’ve made establishing client trust and loyalty. Require incoming Account Managers do the same.

How to get started with your account representative transition SOP:

  • Document and Share the Process
    Get started with the client transition template. Customize the outlined process. Add tasks, forms, videos, images, details, roles, assignments, relative due dates, and timelines as needed. Generate print and PDF copies of your documented process or share it with other managers.
  • Automate Workflow Processes and Checklists
    Normally transitioning clients to new account representatives involves communicating many important specific about the accounts. Each client has a unique business, with its own goals, history, and challenges.These details are often complex, and when passed down the chain, they may be misunderstood. It’s crucial that the new representative understands the account to effectively handle it. When you use a reliable SOP, everyone involved in the process is informed of what needs to be done for an effective transition. Automated workflows and tasks helps team members move through the entire process clearly and easily. To start a new workflow from your documented process, simply click Start.
  • Integrate with Other Systems
    Eliminate the slow speed, effort, and error prone nature of moving information manually between systems. TeamworkIQ’s integration points let you exchange data and events with the most popular CRM systems and 1000’s of other software packages, apps, and online applications.
  • Achieve Operational Excellence
    Save yourself, your employees, and the business time and money while operating seamlessly. View live processes on dashboards. Analyze the details. Get reports when you want them and be notified if there’s an issue. Archive everything for compliance and record keeping.
  • Avoid Costly Mistakes
    Make sure each critical step gets done right and on time. When details and steps during the account transition SOP get done incorrectly, forgotten, done late or missed the company’s odds of losing their business increases significantly. Avoid these risks with a reliable SOP.

Use TeamworkIQ’s account transition SOP template to ensure that your account representatives are prepared to keep your clients’ confidence.

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