A salesperson resigns on Friday. What do you lose on Monday?
The WhatsApp Handover Checklist: 20 steps to capture client chats, promises and documents before someone leaves, so they don't leave with them. Four pages, free, ready to print.
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4 pages · PDF
Everything to check, from notice to 30 days after
What walks out the door
The six things that leave with someone's WhatsApp, from open deals to the groups they run, and a simple sum to put a number on it.
The 20-point checklist
Four stages with tick boxes, plus space for who's leaving, who's taking over and the last day. Built to print and use.
Never need it again
How to keep client chats on the CRM every day, so a resignation stops being a scramble.
A handover in four steps
As soon as you know
List every client on their WhatsApp, flag what's open, and note every promise made in chat.
Capture
Save key chats and documents to the record, and assign a new owner for every client.
Last day
Hand back the company number, swap group admins and walk the open list together.
After they've gone
Introduce the new owner, chase quiet chats and honour what was promised.
About the checklist
What is the WhatsApp Handover Checklist?
A free, four-page PDF for sales, recruitment and account management leaders. It lists 20 steps, in four stages, to capture client WhatsApp chats, promises and documents before someone leaves, so they don't leave with them.
Do I need ConvoSync to use it?
No. The checklist works for any team, whatever CRM or ATS you use. The last page explains how ConvoSync makes the handover unnecessary, but every step can be done by hand.
When should I use it?
As soon as you know someone is leaving, ideally 30 days before their last day. The checklist runs from that moment until 30 days after they've gone.
Can I share it with my team?
Yes. Print it, share it with managers and HR, and use it for every leaver who talks to clients on WhatsApp.
Make the next handover a non-event.
With ConvoSync, every client chat is already on the CRM record, with an AI summary the new owner can read in a minute.
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