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Client Transition Checklist

Checklist of items to do when clients are transitioning reps.

  • Meet with current representative to discuss client and gain as much insight as possible into what is needed to continue to service the client successfully.
  • Make sure the sticky notes are current and up to date.
  • Send new representative email via HubSpot
  • Verify company contacts outside the company are up to date.

*** This is also available in the CSR Toolbox on the G drive***