FREE 4+ Account Transition Plan Samples in PDF | MS Word | Apple Pages | Google Docs

There are instances when certain changes need to happen within the company or even with your respective clients. Once that occurs, a number of procedures and processes need to be implemented. To do so, management must be able to come up with an account transition plan to ensure that the next team or employee who will be handling a specific account would be able to successfully manage their client just like before. An account transition can be influenced by internal rearrangement (when your team changes) or external forces (when your client’s team changes). Client management particularly when it comes to corporate accounts needs to be properly handled since there is a contract executed between both parties. And contract means procedures, so when change is inevitable both parties must see to it that these changes are adaptable and should not affect the business relationship. To learn more about this, let us discuss this further below. And if you need to start working on a transition plan, we’ve got a list of account transition plan samples that are downloadable for free on this page.

4+ Account Transition Plan Samples

1. Account Transition Plan

2. Sales Account Transition Plan

3. Sample Account Transition Plan

4. Property Account Transition Plan

5. Business Account Transition Plan

What Is an Account Transition Plan?

For instance, an account manager from your company has resigned, and aside from all the endorsements management has to come up with the proper procedures on how to successfully ‘hand over’ a top account to the next one in charge. Failure to facilitate a smooth transition for a key account can leave the customer feeling vulnerable and undervalued. To do so, it is crucial to develop a strategic account transition plan, where a key account manager will instill confidence in the customer from the moment the customer receives news of the transition. An account transition plan is a document that will outline all the changeover activities and processes that need to follow or implement for a smooth transition of an account or a number of accounts that are originally handled by a team or specific individuals and to be handed over to the next successor.

How To Create an Account Transition Plan?

Preparing a transition plan is quite important for every company, most especially when it comes to client management. If the previous team or manager has done an excellent job of taking good care of the company’s clients then you have to make sure that it stays that way. And this is not a one-way process, transitions can also happen to your own clients as well. This is particularly true with corporate travel management when a corporate account implements a change in its own management. That being said, it is important that both parties are aware of these changes to ensure that the business relationship remains stable if not stronger. Clients want to be well-taken care of, and that their needs are properly addressed, so to make sure it remains that way your company would need to create an account transition plan. To do this, here are several steps to help you prepare this document.

I. List of Clients

First, you need to check which clients will be affected by the changes. For example, this particular team has been tasked to handle two accounts for a specified period but then there is a need to change the team or some members. By identifying clients who will be affected will help you understand what procedures to take to ensure a smooth transition process.

II. Notify the Client

Make sure to take time to notify the client whenever changes occur, for example, the account manager has resigned and a new one is taking over. Bring them in the loop and let them know what the action plan is for moving forward. They will appreciate being involved in the process.

III. Role Accountabilities and Expectations

Make sure to clearly specify the roles and responsibilities of the employee for the transition.

IV. Review Customer Account’s History

It is important that the next person in charge would have an idea of the history between the specific account and the company itself. Identify what services your agency provides for your new client. This is the time to do your in-depth research on what has worked or not worked in the past.

V. Ask for Assistance from the Outgoing Employee or Team

If time permits, have a talk with the outgoing employee or team since they know more about the client than you do. They may offer tips and important information to help ensure that the transition process goes smoothly and that you will be able to deliver the same kind of service if not better.

FAQs

To ensure that your client is well aware and comfortable with the change that is happening within your management, it is important that you come up with an account transition plan. To make it easier for you to prepare one don’t forget to download our free templates now!