An account manager handoff that "didn't work out" almost never comes down to the account manager's skill or knowledge. This episode digs into what's actually happening in those situations, and the answer usually traces back to something the agency owner never fully let go of.DOT & Company's Jillian Ivanov walks through what a real ownership transfer looks like week to week: what context needs to be handed off beyond just the basics, how a shadow period should actually run, and the one number in your inbox that proves delegation has truly happened rather than just been assigned on paper.You will learn:-Why "it didn't work out" with an account manager almost never comes down to their skill or knowledge-The real backstory and context an agency owner needs to hand off, beyond just facts like services and tenure-How a shadow period should be structured week to week, and when it's time to step off client calls entirely-The exact script for redirecting a client's message back to their account manager without disappearing-The one inbox metric that proves ownership has actually transferred, not just been assigned
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