How to Transition an Account within the Customer Success Team
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Emily Garza, MBA Emily Garza, MBA
Posted Sep 14, 2021 5 min read
How to Transition an Account within the Customer Success Team

Transitioning customer accounts internally can be challenging, especially when you've built strong relationships with them. To ensure a smooth transition, it's essential to consider both internal and external aspects. Internally, proper preparation and communication among team members are crucial. Externally, conducting a transition call with the customer, addressing concerns, and reaffirming commitment to their needs will help maintain the customer's trust and relationship with the company.

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