Account Transition to Ben — Phased Handoff Plan

Overview

During the ^[1], Mark and Sebastian agreed to transition the Overhead Door account from Sebastian to Ben. The goal is to reduce Sebastian's workload while avoiding any jarring change for the client. A parallel transition of ^[2] from Carly to Ben was also agreed upon.

The guiding principle: make the change feel like it isn't one. The handoff should happen gradually through "osmosis" rather than a formal announcement.

Rationale

Sebastian is carrying too many accounts; offloading Overhead Door frees capacity.
Ben is taking on Overhead Door and Flynn Audio together, giving him a full book of business.
Mark knows the Flynn Audio client personally (occasional lunches), which provides a soft safety net during that transition.
Ben is expected to visit in person within the next few weeks, which will support relationship-building with the Overhead Door client.

Phased Handoff Steps

Phase 1 — Introduction (Next Scheduled Call)

Sebastian leads the call as normal.
Sebastian introduces Ben as "my colleague who's going to be helping me on your account."
Keep it casual; no formal announcement of a transition.
Mention that Ben is based in North Carolina and will be visiting soon.

Phase 2 — Increasing Ben's Presence (Subsequent Calls)

Ben takes on a more active role in calls — answers questions, leads portions of the agenda.
Sebastian remains present but steps back progressively.

Phase 3 — Full Handoff

Ben leads calls independently.
Sebastian drops off entirely.
Client should experience this as a natural evolution, not a reassignment.

In-Person Meeting

When Ben visits, Mark will arrange an in-person meeting with the Overhead Door client.
This is expected to solidify the relationship and smooth the final transition.

Action Items

[ ] Sebastian — Introduce Ben on the next Overhead Door call (week of 2026-01-20).
[ ] Sebastian — Meet with Ben this week to brief him on the account before the call.
[ ] Mark — Schedule in-person meeting with Overhead Door client when Ben visits.

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