Are you leaving a task, and excited about the best way to handle transferring your consumer work to a colleague?
Right here’s the best way to do a clean handover course of, and there’s an e mail template under you should use to inform shoppers that you’re shifting on.
Why are you writing the e-mail?
First, let’s get clear on why you wish to write the handover mail. Usually, after I’ve needed to let shoppers (or distributors) know that I’m going to be out for some time it’s as a result of both:
- I’m leaving the job and wish to reassure them that there can be a clean handover
Or
- I’m letting them know that I’ll be out off the workplace for a while, and wish to reassure them.
Both method, the aim of writing a handover e mail to a buyer is to allow them to know that there gained’t be disruption within the service your organization gives to them.
If you happen to’re writing handover notes for a colleague, learn my complete guide to doing a work handover as a substitute. That one additionally has e mail templates!
Allow them to know earlier than the e-mail
Ideally, your handover message is not going to be information to the consumer.
Knowledgeable handover isn’t a shock.
Name the client first and allow them to know, or in case you aren’t senior sufficient to try this, have your supervisor name them and break the information.
The contents of the handover e mail is extra about reassurance, continuity and wrapping up any duties you particularly had open for them.
Clarify the handover course of
An vital a part of your consumer handover is letting them know what’s taking place. Nobody likes to be at midnight, and in case you’re paying for a service, much more so.
Discuss to your consumer in regards to the course of for finishing your handover. Usually this can be ensuring you do job of briefing a colleague who can be taking the lead while you transfer on. Ideally, there can be a while so that you can work alongside them, coaching them earlier than you go.
If you happen to can, introduce them to the consumer by way of your regular account administration conferences in order that they have each of you within the room (or on display screen) for a few weeks.
Be obtainable for questions
Be sure that your handover begins early sufficient so that you can be round to clean issues over.
Shoppers might have questions, or they might wish to spotlight some explicit particulars that they need you to go on. If you happen to can, be round to reply all of these gracefully.
If you happen to don’t know the solutions, be sure that to level them to somebody who does.
Professional Tip
Your substitute would possibly as effectively begin constructing a relationship with the one who can be managing the work going ahead, so if they’ve already began, get them to answer to questions and duplicate you in.
What occurs while you don’t have time for a correct handover?
Let’s assume your dream job has come up and also you’re leaving tomorrow. Or some private scenario means you must go away with hardly any discover.
You’ll be able to nonetheless ship a handover e mail. You would possibly wish to add extra element (not about your private circumstances) and also you’ll definitely wish to do an in depth handover to the colleague, even when you must try this in writing.
Write a handover email to your manager, and level out the place the core info is that they might want to guarantee continuity of service.
Template: What to place in your handover e mail
Right here’s a pattern handover e mail template that you may customise to ship to your shoppers.
Howdy
Following our dialog, I wished to formally introduce you to [COLLEAGUE’S NAME] who can be selecting up the XXX account/challenge from me. [NAME] is a implausible challenge supervisor/account supervisor and many others with X years’ expertise main comparable initiatives. HIS/HER contact particulars are:
[INSERT DETAILS]
I’ll be finishing a full inner handover so please be assured that HE/SHE will have the ability to decide up seamlessly after I go away on [DATE].
The following steps that we’re engaged on collectively and that I’m handing over are:
Thanks a lot in your engagement/help on this challenge thus far. It has been a pleasure to work with you and I’m positive with [NAME] supporting the work going ahead, will probably be an enormous success.
In case you have any questions in regards to the transition course of, please attain out to [MANAGER’S NAME].
Shut along with your regular closure/signature.
Copy in your colleague and your supervisor/account supervisor as crucial.
If the challenge has come to a pure shut, learn extra about how to handover a project on closure as you’ll in all probability wish to embody completely different particulars.
Must you present your contact info?
I don’t suppose it’s skilled to incorporate your private contact info. You could be accused of making an attempt to poach shoppers in case you present particulars of the place you’re going subsequent or your private e mail tackle.
The connection is between the group and the consumer, not you personally. It’s not crucial or applicable to encourage them to remain in touch at this level.
After the handover e mail is shipped
Now you’re all prepared to go away and your consumer has the contact particulars in your substitute.
I might now take into consideration what you might have discovered working with this buyer. Are you able to copy all of your achievements, key duties and tasks to your LinkedIn profile?
If you happen to obtained on significantly effectively with the consumer and it wouldn’t be bizarre, why not join with them on LinkedIn and ask them for a suggestion? It’s a simple solution to construct your community and it makes extra sense to do it quickly, slightly than leaving it a yr or so and questioning in the event that they bear in mind you.
Leaving a task and having to say goodbye to shoppers is a standard a part of constructing your profession, so don’t really feel unhealthy about sharing the information that you’re shifting on. Use the e-mail define right here as a information for a way you will talk along with your shoppers, and take the following step ahead with confidence.
