Handover Template and Notes for Account Manager Transitions

Handover Template for Account Manager Transitions

About the customer/project

• Duration:
• Relationship:
• Point of contact(s)
  • Main:
  • Senior:
  • 3rd parties:
• Links
  • Website:
  • Task management app:
  • CRM:
  • Analytics:

About the details of recent communications and communication preferences

• Past call/meeting frequency:
• Preferred meeting frequency and type by the client and us:
• Last meetings/calls
  • Date(s):
  • Type(s): Online, face to face…
  • Overview:
• Outstanding meetings:

About the service

• Focus area of our service:
• Target audience:
• Target geographic areas:
• Target landing pages:

About the progress

• Emails/Notes/Reports to read from the CRM
  • Emails
    • Email 1
    • Email 2
  • Reports
    • Report 1
    • Report 2
• Any successes:
• Any failures:
• Bottlenecks/Issues:
• General notes for the results:
• Relationship with the 3rd parties:

What to do

• Handover checklist completed:
• General approach/focus:
• Service areas
  • Area 1 (e.g. content strategy):
  • Area 2 (e.g. technical SEO):
  • Area 3 (e.g. link building and digital PR):
• Outstanding tasks:
• Goals:

Extra Info

Handover Notes for SEO Account Manager Transitions