6 Specific Steps for Managing Account Transitions

Change is inevitable. We may as well learn how to leverage it.

Repeat guest Megan Bowen — host of The Unwritten Playbook — shares how her Customer Success team at Refine Labs uses account transitions to level up in 6 steps. She and host Logan Lyles discuss…

• How to be proactive about customer concerns during an account owner transition
• Best ways to successfully transfer customer knowledge to new account owners
• How new account owners can quickly establish credibility
  

See Megan’s LinkedIn post on successful customer account transitions here. Hear Megan in 5 Steps to Improve Sales to CS Handoffs.

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