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Account Hand-Off TAM-to-TAM Checklist

Account Hand-Off TAM-to-TAM Checklist

Below are checkpoints during the account hand-off process that TAMs can use to keep track of information they will need in order to successfully transition accounts

License Evaluation

Sufficient knowledge of the state of the customer's license

Ticket Evaluation

Thorough understanding of the main technical issues the customer cares about

Communication Evaluation

Thorough understanding of the communication channels used to interact with the customer

Installation Evaluation

Assessment of the environment where the customer's GitLab instance is hosted