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AD Account Transitions + Handoff Doc

Use template when transitioning Account Directors on an account.

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Written by Jules McNeill
Updated over 2 years ago

Who This Applies to: Account Directors

What’s New: Template for AD account handoffs to ensure a smooth and consistent transition.

Reminder:

  • Once the template has been filled out, schedule a 30-minute handoff meeting to discuss in greater detail.

  • Make sure to note this in the AD Shift Asana Project

Where to Find the Details: View AD Handoff Template Here

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