Customers live in personal channels
Personal chat apps, personal inboxes, and one person's memory.
Handover brief · 1 pageIllustration- From → ToHoa → Lan12 customers · 5 open promises
- Needs attentionDong A Steel — quiet for 21 daysSuggested opener ready
- ReadyIntro email to the customerWaiting for Lan to approve and send
Open promises move to the new owner
When a rep leaves, their customers don't.
CoCollie keeps history, promises and contacts with the company — and hands them over cleanly when you need to.
Why does a resignation turn into lost customers?
The customer hears nothing for a few weeks and starts talking to someone else.
The new owner has no context
They don't know what was promised, where things stand, or who decides.
Data walks out with people
About half of departing employees keep their former employer's confidential data; 40% plan to use it in their new job (Symantec & Ponemon Institute, 2013).
Handover in minutes, not weeks
From day one, customers belong to the company
Profiles are built from work email and meetings, not from one person's memory.
Pick the new owner
Per customer or for the whole book.
A one-page handover brief
Per customer: open topics, open promises, contacts, key notes — with sources.
Introduction emails, pre-written
The new owner reviews and sends.
Promises carry over
Nothing falls between two people.
Interim AI care
If nobody has taken over yet, the AI keeps in touch safely so customers aren't left hanging.
Keep customers without spying on employees
CoCollie doesn't read personal messages, doesn't record screens, doesn't score anyone. It does one thing: makes sure customer work lives with the company, where it belongs.
Do employees know CoCollie is keeping records?
Yes. CoCollie shows clearly what's connected, and employees can mark emails or events private to exclude them.
What about customers on personal WhatsApp or LINE?
Import via chat screenshots. We recommend moving business conversations to company channels over time.
Can I split one rep's accounts between two people?
Yes, choose an owner per customer.
Let CoCollie remember for your team.
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