Every time an account changes hands without a protocol, the new owner starts cold and the customer starts over. This tool runs the transfer — six sections, three gates, one briefing document that captures what CRM notes never do. Fill it out before anyone's last customer call. Not after.
Every time an account changes hands without a protocol, the new owner starts cold and the customer starts over. This tool runs the transfer — six sections, three gates, one briefing document that captures what CRM notes never do. Fill it out before anyone's last customer call. Not after.