How To Make A Splash Transitioning Onto A Client Account

Account transitions are an inevitable part of our jobs here. I even wrote a blog post about it for Acquisio a few months ago. However, since this can be a recurring event, I thought I’d share the transition template I’ve used a few times now, and explain why I think it’s a great way to 1) get to know your new account, 2) prove that you’re learning about the new client, and 3) ...Read the full article