Changing account managers are a common place in modern workplaces especially if you are in a client servicing business. However, it is critical that you understand the nuances of how to inform your client about the change without sounding impolite and unprofessional.
In this blog post, we will look at how you can write an email informing your client about a new account manager using some best practices, tips and to top it off, a sample email template for you to copy and modify based on your requirements. So let us get stared.
Tips to Remember
Communicate the change of account manager to your client as promptly as possible. It is critical that they know immediately so as to make the necessary changes.
Personalize the email and include specific information that indicates to your client that it is not a random or mass email that they have received.
Provide clarity on why the change has occurred and what to expect going forward with respect to interactions with and responsibilities of the new manager.
Make it a point to sell the new POC/account manager to the client, so as to help them feel assured about the replacement being capable of matching the last manager.
Keep communication lines open with the client, at the very least until they are well acquainted with the new manager and assure them of quick remedies in case of an escalation.
Best Practices
Start your email in a polite manner so as to set a professional tone for the rest of the communication on this particular topic.
Share as much context as applicable when sharing this update with your client so that they get why the decision to change the manager has been made and why that is a good thing.
Introduce the new account manager/POC and share their qualifications and achievements so that your client is assured of quality service from them.
Show gratitude to your client for their continued business with your company and let them know that you are available whenever they have any questions or clarifications.
Sample Email Informing Client of a New Account Manager
Subject Line: Change of Account Manager
Hello [Client’s Name],
Hope you are doing well. I am writing this email to inform you about a change in the account manager from [Previous Account Manager’s Name] to [New Account Manager’s Name] effective [Start Date].
This change was due to [Explain the Reason (if applicable].
I can assure you that the quality of service would remain stellar as usual and we are confident that [New Account Manager’s Name] will deliver on our promises. [New Account Manager’s Name] comes with [State Experience and Achievements].
Here are your new manager’s contact details:
Email: [New Account Manager’s Email]
Phone Number: [New Account Manager’s Phone Number]
If you have any questions or clarifications, please feel to reach out to me by replying back to this email.
Once again, thank you for your continued business and support to [Your Company Name]. I look forward to hearing from you soon.
Regards,
[Your Name]
[Your Designation]
Conclusion
By using the tips, best practices and most importantly the email template shared in this blog post, you are well positioned to be able to write an effective email informing your client about a new account manager.
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