{"id":18298,"date":"2026-10-21T04:00:38","date_gmt":"2026-10-21T04:00:38","guid":{"rendered":"https:\/\/www.educli.com\/resources\/?p=18298"},"modified":"2026-10-21T04:04:54","modified_gmt":"2026-10-21T04:04:54","slug":"migration-practice-client-handover","status":"publish","type":"post","link":"https:\/\/www.educli.com\/resources\/migration-practice-client-handover\/","title":{"rendered":"Who takes responsibility after the consultation?"},"content":{"rendered":"\n

You’ve finished a consultation with a potential client. They’re interested in proceeding, you’ve explained the process, and the next step is to send the engagement documents.<\/p>\n\n\n\n

You move on to your next appointment.<\/p>\n\n\n\n

A few days later, the client contacts your office asking what happens next.<\/p>\n\n\n\n

Your administrator thought you were preparing the documents. You assumed the administrator was handling them.<\/p>\n\n\n\n

Nobody actually took responsibility.<\/p>\n\n\n\n

This is a common problem when a migration practice starts growing and more people become involved in managing clients.<\/p>\n\n\n\n

The handover between the consulting agent and administration needs to be clear.<\/p>\n\n\n\n

After every consultation, someone should record the outcome, including:<\/p>\n\n\n\n