Inheritance Ledger
Win a programme, inherit its open promises, and keep them from day one.
The job
When a programme changes hands (vendor transition, merger, business-unit consolidation, CRM migration), surface every open promise and tacit answer the previous team left behind, keep the promises before customers chase, then run the ledger as the programme's permanent promise register.
The moment
On cutover morning the client's head of CX watches the envelope open, and the first inherited promise due today goes out as a WhatsApp from the new vendor while she is still in the room. A week later, repeat contacts from inherited customers are well below the last transition's.
What it does
- Open the envelope and approve the first wave
- Update a promise's status
- Send tacit answers to trainers
- Log a new promise from a live call
- Open the source call
What you see
Estate ledger with a will-reading envelope on cutover morning and a promise calendar
What it moves
Inherited promises kept by due date, and repeat contacts from inherited customers in weeks 1-2 against the previous transition
Built for
- CX leaders & VoC
- QA, training & knowledge
