On the transition side, free
Ten questions about what an incoming owner actually receives when a territory is recut 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.
Think of the last account that changed hands in your team. Answer for that one, not for the policy.
This is not a mark out of anything. It is a map of what arrives with the account when it changes hands, read layer by layer.
The PDF is produced by your browser from this page. Nothing is sent unless you use the form below, which carries the map and your three weakest answers, nothing else.
If the moment in front of you is a departure or a recut 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 baseline measures that side on your own data, in your own browser tab, with nothing installed. The baseline is the won deal side of the same question.