# Write an account handover document for the next account owner

A complete handover of a customer account so the next owner knows the history, people, risks, and open commitments.

- Topic: Writing & Editing
- Framework: RTF
- Level: Standard
- Tags: Write, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/write-an-account-handover-document-for-the-next-account-owner

## Prompt

```text
Help me write a handover document for a customer account I'm passing to a colleague.

**Account basics:** [COMPANY, PRODUCTS, CONTRACT VALUE, START DATE, RENEWAL DATE, KEY CONTRACT TERMS]
**My notes, CRM history, or brain dump:** [PASTE]
**Reason for handover:** [e.g. territory change, I'm leaving, account grew into a different segment]

Organize it into:
1. **Snapshot:** health, sentiment, and the one thing the new owner must know.
2. **Why they bought and what success means to them.**
3. **People:** each contact with role, influence, what they care about, communication preferences, and relationship strength.
4. **History:** key events - onboarding, escalations, wins, price changes, past promises.
5. **Open items:** tickets, commitments with dates, pending decisions, anything I said I'd do.
6. **Risks and opportunities:** renewal risks, competitor activity, expansion signals.
7. **Watch-outs:** sensitivities, past mistakes, topics to avoid.
8. **Transition plan:** joint intro call, who to meet first, and what to do in the first 30 days.

Rules: only include what's in my notes; mark unclear items [CHECK WITH ME]. Keep personal remarks about contacts professional and factual - assume the customer could read it someday.
```

## What to fill in

- PASTE
- CHECK WITH ME

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