WHAT HAPPENS WHEN YOUR BEST ACCOUNT MANAGER LEAVES?
Most companies don’t realize it until it’s too late.
Accounts break.
Clients lose confidence.
Knowledge walks out the door.

Most companies don’t realize it until it’s too late.
Accounts break.
Clients lose confidence.
Knowledge walks out the door.

Your organization does not fall apart all at once.
It starts when knowledge lives in one person’s head.
Decisions get made without context.
Exceptions go undocumented.
History scatters across emails, folders, and memory.
When someone leaves, the account does not transfer.
It resets.
Leadership scrambles.
Teams guess.
Clients notice.
Most organizations operate this way right now.
They just have not felt the full cost yet.
When a lead account manager leaves, most accounts reset.
We capture how the account actually operates day to day.
Decisions, exceptions, history, and documents.
We turn it into a clean handoff so a replacement can operate in days, not months.
We do this once.
It lives with the company, not the employee.
We start with one critical account:
Over two weeks, we capture how that account actually runs
decisions, exceptions, history, documents, and unwritten rules.
We organize it into a clear, usable handoff that leadership owns.
No disruption.
No system overhaul.
No ongoing dependency.
When someone leaves, the account does not reset.
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