Account Handoff — 2026-01-16
Overview
During the [1], Melissa mentioned that Sebastian is considering handing off the Overhead Door account to Ben. The account was described as relatively simple and the client easy to work with — a good fit for Ben as he takes on more accounts.
Details
- Current owner: Sebastian
- Proposed new owner: Ben
- Rationale: Account is low-complexity; Sebastian is managing a heavier client load and looking to redistribute
"I know last I spoke with Sebastian with the Cordwainer and... he's thinking that he'll want to hand off a client to Ben. I'll confirm with him, but he was thinking overhead because it's kind of a simple..."
"Yeah, that's probably a good one. And they're easy to get along with."
— Melissa & Mark
Status
Pending confirmation with Sebastian. No formal handoff has occurred yet as of this meeting.
Action Items
- [ ] Confirm with Sebastian that Overhead Door is the account being handed to Ben (@Melissa Cusumano)
Related
- [2]
- [3]