Here at PPC Associates, we’ve been growing super-fast as we quickly blow (blew) past the 50-employee benchmark. Growing so fast means dealing with a lot of account transitions.
We’ve grown junior team members into solid account managers and passed meatier accounts to them. We’ve worked on aligning the best personality and geographic matches possible. Sure, we have checklists, timelines, and transition call agendas and all the administrative pieces, but we’ve also learned some less tangible – I call them “squishy” – tips that make the transitions as seamless as possible from the relationship management side and keep all parties feeling happy and good.