{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/34771f90fd044c3a99c046b7b0d26df5\" frameborder=\"0\" width=\"1112\" height=\"834\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":834,"width":1112,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":834,"thumbnail_width":1112,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/34771f90fd044c3a99c046b7b0d26df5-3abd40b9efbc7503.gif","duration":451.443,"title":"SOP: Sales -&gt; Account Management Handoff Process","description":"In this video, I walk you through the sales account management handoff process after a deal has closed. Once the contract is signed, I highlight two critical tasks: sending an introduction email to the assigned account manager and dispatching the onboarding payment invoice, which is essential for triggering your commission. I emphasize the importance of confirming the accounts payable contact details to ensure a smooth payment process. Please make sure to customize the emails as needed and double-check any names for accuracy. This process is crucial for a seamless transition to account management, and your prompt action on these tasks is appreciated."}