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Copy file name to clipboardExpand all lines: contents/handbook/growth/sales/account-allocation.md
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@@ -38,8 +38,8 @@ And then it is down to the Team Leads to figure out which team member is taking
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To help the new owner of a customer hit the ground running, we should make sure that the customer is in a good state and that a warm introduction happens. Typical handoffs between roles are:
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- TAE -> TAM 1-3 months after the initial contract is signed and the customer is onboarded into 1 or 2 primary products.
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- TAE -> CSM 1-3 months after the initial contract is signed and the customer is onboarded into 3 or more primary products.
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- TAE -> TAM 12 months after the initial contract is signed and the customer is onboarded into 1 or 2 primary products.
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- TAE -> CSM 12 months after the initial contract is signed and the customer is onboarded into 3 or more primary products.
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- TAM -> CSM after sufficient cross-product expansion has take place.
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> For accounts who will be landing at $100k+ a year or have high expansion potential after the initial contract, we should involve a TAM early in the process to ensure a smooth transition. See the section further down this page on how this works.
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