Outgoing CSM:

Complete the following steps when transitioning an assigned account to a new CSM

1. Create a new Document in Vitally using the CSM to CSM Account Handoff template and complete all the information required in the placeholders.
2. Inform the CSM manager upon completing the CSM to CSM Account Handoff template.
3. Share any account docs or notes in Vitally and ensure the new CSM has editor permissions.

New CSM:

Complete the following steps after the outgoing CSM has completed the steps above

1. Review the CSM to CSM Account Handoff template and inform the CSM manager, who will make the assignment changes in our CRM systems upon completion.
2. Notify the account team (AE, Solutions Eng, IE) about the transfer on the Customer Slack channel (#customer-NAME).
3. Work with your AE to notify/email the customer using the Existing Customer - CSM account transfer template.