A client handover checklist is used when an account manager, relationship manager or salesperson leaves, so that each client is transferred to a new owner without losing goodwill or revenue. It covers account history, contracts, pricing, receivables, open orders and a planned introduction to the client.
Account history and relationship notes updated in CRM
Contract, rate card and discount approvals shared
Open orders, proposals and quotes listed
Outstanding receivables and ageing reviewed with Finance
Open complaints or service issues explained
Verbal commitments made to the client recorded in writing
Client-side contacts for operations, finance and approvals listed
Transition
Introduction email sent jointly to client
Joint call or meeting held
Client systems and portals updated with new contact
Email auto-reply set to new owner after exit
CRM ownership reassigned
Confidentiality
The outgoing account owner confirms that all client data, price lists and documents have been returned or left on company systems, and that confidentiality obligations under the appointment letter continue after exit.
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Frequently asked questions
How do you hand over clients when an employee leaves?+
Document each account in the CRM, agree a new owner, brief them on history and open items, and hold a joint introduction with the client before the leaver's last day.
Should the client be told why the account manager is leaving?+
No. Keep it simple and positive, focus on continuity and introduce the new contact.
Can a company stop an employee from contacting clients after leaving?+
Enforceability of post-employment restrictions in India is limited and depends on the facts. Confidentiality obligations generally continue, so take legal advice on specific clauses.
This checklist helps you complete your exit from [Company Name] smoothly. Tick each item as you finish it and contact [HR Name] at [HR Email] for help.
1. Right after resigning
Submit signed resignation letter or HRMS request
Receive acknowledgement or acceptance with confirmed last working day
Agree the handover plan and successor with your manager
Request notice waiver in writing, if needed
2. During the notice period
Prepare a handover note covering tasks, contacts, passwords process and files
Hold walkthrough sessions with your successor
Submit pending travel and expense claims
Clear any salary advance or loan as agreed with Finance
Submit investment proofs for tax calculation in final salary
Update your personal email, address and nominee details with HR