Maximize Sales Impact: The Power of Strategic Customer Handovers

Photo by Zach Lucero on Unsplash

Let's talk about the elephant in the room: the lack of questions during the handover process. It's a missed opportunity, and here's why.

Imagine you're about to be passed on to a new contact within your customer’s organization, wouldn't you want to know the best way to communicate with them? Wouldn't you want to understand their preferences, their knowledge level, and how to make the most of their time?

Yet, we often overlook these crucial questions during the handover process. We fail to co-create a plan with the previous contact, leaving us unprepared and our approach unoptimized.

This lack of such questions can lead to a terrible customer experience, as we need to make introductions and provide briefings from scratch every time. It's a missed opportunity to build rapport and trust with our customers.

So, let's change this. Let's start asking the right questions during the handover process. Let's understand our customers better and tailor our approach to their needs. Let's co-create a communication plan that ensures a smooth transition to the next person and sets the tone for a successful relationship.

Remember, a well-executed handover is not just about passing the baton;
it's about running the race together. Let's be smart about it.