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New CSMs can select themselves from the dropdown to see what accounts they are inheriting, and read through the transfer notes for those accounts.

New CSM:
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Wonka Industries
SWOT Strengths: Opportunities: Risks: General Our current communication cadence is: I will be introducing you to: Current/outstanding projects that we are working on: Potential account plays for the future: Other important notes:
Wonka Industries
Account Executive
Brian Dwyer
Estimated ARR
$59,760.00
Highest Paid Plan
Enterprise
Segment
ENT
Account Plan
Success Plan
Communication Frequency
Transfer Notes

SWOT

Strengths:


Opportunities:


Risks:


General

Our current communication cadence is:


I will be introducing you to:


Current/outstanding projects that we are working on:


Potential account plays for the future:


Other important notes:


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