When accounts change hands — from sales to success, between AMs, or during reorgs — critical context gets lost. BackEngine captures everything and generates complete handoff briefs automatically.
Every time an account changes hands, your client has to re-explain their history, their goals, and their frustrations. It's the fastest way to erode trust.
BackEngine maintains a living record of every interaction, commitment, and relationship dynamic for each account.
Generate comprehensive handoff documents that include account history, stakeholder maps, open items, and recommended next steps.
The new owner sees every promise made, every issue raised, and every preference expressed — as if they'd been on the account from day one.
New team members get up to speed in days instead of months, with AI-generated account summaries and guided onboarding.
Every interaction, commitment, and relationship detail transfers automatically.
New account owners are productive in days, not months.
Clients never have to repeat themselves or re-establish trust.
Every handoff follows the same thorough process, regardless of who's involved.
Schedule a demo and generate your first handoff brief in minutes.
