handedover

On the transition side, free

The account moves in an afternoon. The question is what arrives with it.

Ten questions about what an incoming owner actually receives when a territory is re-carved or an account executive leaves. Answer them from memory, in about two minutes, and you get a map of what travels and what stays behind.

Your ten answers stay in this browser tab, and we never ask for a customer name or a file.

The ten questions

What does the incoming owner actually receive?

Think of the last account that changed hands in your team. Answer for that one, not for the policy.

Where your data goes
The ten answers are radio buttons in this tab. There is no file to upload and no free text to type.
The map is computed here, on your machine, by the page in front of you.
What does leave, and when: the four registration details you typed, at the moment you clicked Continue, and then nothing further unless you click send under the map, which carries the three layers, your three weakest answers and the Monday question. No name of any customer of yours, because we never ask for one.
Nothing is written to a server or into browser storage, apart from those four details, which are held for this tab only and go when you close it.
Verify it yourself: open the network panel of your browser, answer the ten questions and ask for the map. Nothing is sent while you do it.
01Can a new owner open one place and see the current state of each account they are taking over, without asking a colleague first?
02Is what was committed to the customer, on scope, dates and service, written down somewhere other than the contract?
03Before an account moves, does anyone other than the outgoing owner check that what is written there is still true?
04Does the new owner get told who to call first at each account, and in which order?
05Is it recorded how each important contact prefers to be reached, and when they actually reply?
06Apart from the outgoing owner, does anyone in your organisation already have a working relationship at those accounts?
07Is it written down why the customer bought, in their reasoning rather than in your product terms?
08Is it recorded what was agreed verbally during the sale and never made it into a document?
09For each account, is it recorded who really decides, and who can quietly stop a decision?
10Is it recorded what was conceded to win the account, and what was asked for in return?
The result

Your map.

handedover
What travels, your handover map

A map of what arrives with the account when it changes hands, read layer by layer.

Records
Relationships
Judgement

The three answers the new owner feels first

One question to put to your team on Monday
handedover. Answered from memory and computed in your browser. This is a map of what travels, not a measurement, and it is yours.

The PDF is produced by your browser from this page. Nothing is sent unless you use the form below, which carries the three layers, your three weakest answers and the Monday question, with the details you gave at the start.

Want a second reading of this map?

We read it and reply within two working days with a straight answer on whether it is worth your time. One click; the details you gave at the start are used.

If the moment in front of you is a departure or a re-carved territory, the work is to take the reasoning out of the person's head while they are still in the room, account by account, and we take that conversation when you raise it. If the seam you cross most often is a won deal moving to the people who deliver it, the cost calculator puts a range on what a bad crossing costs you. If you run Revenue Operations and would rather measure than estimate, the baseline reads an export of last year’s won deals and sets your fastest handovers against your slowest.