Account Handoff: Avant Gardening (Chris → Carly)
Overview
As of the weekly sync on 2025-11-24, the Avant Gardening account is being transferred from Chris to Carly. The project is nearly complete at the time of handoff. Melissa is coordinating the transition and will sit in on the client meeting to support continuity.
This handoff is part of a broader reassignment of Chris's accounts. See also: [1].
Project Status at Handoff
- Stage: Nearly complete
- Outgoing AM: Chris
- Incoming AM: Carly
- Coordinator: Melissa Cusumano
The project was considered close enough to completion that assigning it to Carly (rather than another team member) was the preferred path to ensure quality delivery and client retention.
"I also think it's almost complete. So I'm going to sit in on that meeting today, and then Carly set up a meeting with Chris and I to talk over Flynn and Avant Gardening so she can get a download."
— Melissa Cusumano, 2025-11-24
Handoff Process
- Download meeting scheduled — Carly, Chris, and Melissa to meet so Carly can get full context on both Avant Gardening and Flynn.
- Melissa to sit in on the Avant Gardening client meeting for continuity and oversight.
- Goal: Ensure the client has a seamless experience and continues forward after project completion.
Key Decisions
- Avant Gardening was assigned to Carly rather than Ben, despite earlier discussion, to prioritize delivery quality and client retention at a critical project stage.
- Melissa will attend the client meeting directly to provide support during the transition.
Action Items
| Owner | Action | Status |
|---|---|---|
| Carly | Take over Avant Gardening account from Chris | In progress |
| Melissa | Sit in on Avant Gardening client meeting | Pending |
| Carly, Chris, Melissa | Attend download meeting for context transfer | Scheduled |
Related
- [2]
- [1]
- [3]