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Account Transfers
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For Transferring CSM
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For Transferring CSM

Transfer Template
Prior to looping in the new CSM, the exisiting CSM should ensure that all transfer notes are filled out. The Transfer Notes template is pulled from
Transfer Template
⁠

List of Accounts & New CSM

Transfer Notes
Account Name
New CSM
Account Executive
Introduced to New CSM
Wonka Industries
Alanna Ellis
Brian Dwyer
Acme Corp
Lionel Nyange
Brian Dwyer
Stark Industries
Katy Turner
Ty Pilon
Ollivander's Wand Shop
Lionel Nyange
Nicole Stoltenberg
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Transfer Notes

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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:
Acme Corp
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:
Stark 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:
Ollivander's Wand Shop
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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