Use a detailed Account Manager transition workflow to be sure client satisfaction remains high.

Avoid the stress of difficult account changes with a powerful account manager transition workflow. Easily track progress, schedules, and client details.

Many businesses rely on the relationships Account Managers build 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 build relationships and help identify and solve client problems are far more likely to help your business grow.

Who should be involved in an Account Manager transition workflow?

However, Account Managers change from time to time. People relocate, switch jobs, or want new responsibilities. 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 gain a deep understanding of the client’s needs–ideally before ever meeting the client. The transition process requires preparation, time, and communication among team members to properly complete. Make sure your transition plans includes this knowledge transfer step. Otherwise, if little preparation is taken, an uninformed Account Manager will cause the client to lose confidence in your business.

What issues arise if there is not a good Account Manager transition workflow?

Don’t lose customers’ confidence with a careless Account Manager transition process. Empower your representatives to engage boldly with a new relationship to a client. An Account Manager transition workflow lets you be sure that all the detailed aspects of the account get passed on. Protect the investment you’ve made establishing client trust and loyalty. Require new Account Managers are prepared.

How to get started with your account representative transition workflow:

  • Document and Share the Process
    Use the template above to get started. Customize the outlined processto your needs. Add images, details, roles, assignments, relative due dates, timelines, tasks, forms, and videos as needed. Generate print and PDF copies of your documented process or share it with other managers.
  • Automate Workflow Processes and Checklists
    Usually transitioning clients to new account representatives involves communicating many important nuances 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 workflow, everyone involved in the process is informed of what needs to be done for an effective transition. Automated workflows and tasks helps everyone move through the entire process with clarity and ease. 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 transferring information manually between systems. TeamworkIQ’s integration points let you exchange events and data with the most popular CRM systems and 1000’s of other apps and software systems.
  • Achieve Operational Excellence
    Save yourself, teams, and the business time and money while operating seamlessly. View live processes on dashboards. Monitor the details. Get reports when you want them and notifications if issues arise. 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 workflow get missed, forgotten, done incorrectly, or done late the company’s odds of losing their business increases significantly. Avoid these risks with a reliable workflow.

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

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