Account Transition Plan Template

Change the CSM without losing the customer, with a real handoff and a plan for the first 90 days.

A new CSM is one of the riskiest moments in a customer's life with you, and most teams handle it with a two-line email. The customer is left wondering whether they have to explain everything again and whether the work in flight is about to stall. If nobody answers those questions, they fill in the blanks themselves, and they rarely fill them in kindly.

This deck runs the first meeting after a customer gets a new CSM. It thanks them, says what changes and what stays the same, introduces the new CSM, confirms their team, business and goals, shows where every piece of work stands, asks what to start, stop and continue, and lays out the first 90 days. The last slide holds internal handoff notes for a live conversation between the two CSMs before the customer meeting, and then you delete it. The slides come with speaker notes, and the guide includes a five-step timeline and a filled-in example for a made-up customer.

What's included

• Account Transition Plan template in PowerPoint, plus a make-a-copy link for Google Slides

• 15 slides with speaker notes: welcome, agenda, thank you for your partnership, meet your new CSM, your team, what we know about your business, your goals, where our work stands, start stop continue, how we'll work together, our first 90 days, how you feel about the partnership, next steps, close and internal handoff notes

• A step-by-step PDF guide with an internal handoff checklist, a five-step timeline, worked examples and the mistakes to avoid

• A Steal This account transition readiness check

Who it's for

CS leaders and CSMs handling territory changes, promotions, departures or the move from onboarding to an ongoing CSM.

How it works

Digital download. Your files are ready right after checkout. Open the PowerPoint file, or use the link included with your download to make your own copy in Google Slides. No physical item will be shipped.

Bundle and save

This template is part of the Hiring and Team Bundle: 9 templates for $89, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.