Account Manager Work Handover Checklist
Date of Handover: ___________________________
Outgoing Account Manager: ___________________________
Incoming Account Manager: ___________________________
1. Client Information
Task | Done (✓) |
|---|
Client contact details (names, positions, contact info) | ☐ |
Client business background and objectives | ☐ |
Client’s key contacts and relationships | ☐ |
Outstanding or pending requests | ☐ |
Key performance indicators (KPIs) and success metrics | ☐ |
Special preferences or requests from the client | ☐ |
Client communication preferences (e.g., frequency, medium) | ☐ |
2. Ongoing Projects
Task | Done (✓) |
|---|
Current project status (open, in-progress, or pending) | ☐ |
Milestones achieved and upcoming deadlines | ☐ |
Pending approvals or deliverables | ☐ |
Notes on any challenges or risks | ☐ |
Project budgets and expenditures | ☐ |
Stakeholder communications and updates | ☐ |
Relevant documents and resources (e.g., proposals, contracts, project timelines) | ☐ |
3. Client Communication History
Task | Done (✓) |
|---|
Recent meeting notes and discussions | ☐ |
Email thread summaries and key conversations | ☐ |
Scheduled meetings or calls (upcoming dates, purpose) | ☐ |
Action items or follow-up tasks from recent meetings | ☐ |
4. Financials & Billing
Task | Done (✓) |
|---|
Billing schedule and upcoming invoices | ☐ |
Outstanding payments or issues with invoicing | ☐ |
Contracts and terms (renewals, extensions, terms of agreement) | ☐ |
Financial history and status | ☐ |
5. Sales and Marketing Strategies
Task | Done (✓) |
|---|
Sales pipeline and opportunities (current and upcoming) | ☐ |
Previous marketing campaigns and results | ☐ |
Strategy for upselling, cross-selling, or account growth | ☐ |
Key selling points and client value propositions | ☐ |
Marketing collateral or resources provided to the client | ☐ |
6. Support and Technical Information
Task | Done (✓) |
|---|
Support tickets/issues and resolution status | ☐ |
Technical requirements or specifications | ☐ |
Product updates, releases, or roadmaps | ☐ |
Tools and platforms used (CRM, project management, etc.) | ☐ |
Client's integration or customization needs | ☐ |
7. Documentation and Access
Task | Done (✓) |
|---|
Access credentials for client portals, CRM, or other tools | ☐ |
Document storage locations (shared folders, cloud, etc.) | ☐ |
Client reports and analytics (historical performance data) | ☐ |
Contracts, NDAs, and legal documents | ☐ |
8. Team Collaboration
Task | Done (✓) |
|---|
Introductions to internal team members | ☐ |
Departmental responsibilities related to the account | ☐ |
Key internal stakeholders to involve (e.g., finance, operations, customer support) | ☐ |
Cross-functional teams working on the client account | ☐ |
9. Client Retention and Relationship Management
Task | Done (✓) |
|---|
Client satisfaction surveys or feedback | ☐ |
Renewal strategy and timeline | ☐ |
Client advocacy opportunities (testimonials, case studies) | ☐ |
Historical concerns or challenges with the client | ☐ |
10. Next Steps and Follow-ups
Task | Done (✓) |
|---|
Immediate next actions and to-do list | ☐ |
Transition timeline and deadlines for the handover | ☐ |
Critical meetings or calls to attend | ☐ |
Escalation procedures for unresolved issues | ☐ |
Additional Notes:
Signature of Outgoing Account Manager: ___________________________
Signature of Incoming Account Manager: ___________________________
Date: [Insert Date] ___________________________
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