Free Account Manager Work Handover Checklist Template
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] ___________________________
