Transition Email

Value of This Blueprint

When an account changes hands, customers need clarity, reassurance, and professionalism. This email template ensures transitions are handled consistently—building trust and preventing confusion.

High-Level Strategy

This template provides a warm, clear email to inform customers of ownership changes:

• Introduces the new CSM
• Reassures the customer of continued partnership
• Provides a seamless way to book the next meeting

Technical Guidance

Requires email connection to Vitally in order to use conversation templates.

• Connect Email

What's Included in This Blueprint

• Account Transition Email Template