If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate. Did your new contact understand your current priorities? Which information did you have to repeat? What would make the transition more reassuring? Were outstanding commitments carried into the handoff? Did you know whom to contact during the transition? Author notes / illustrative keys where applicable: 1. Check whether the receiving contact knows the customer's present priorities, not just the account's history. 2. Identify repeated explanations as possible transfer gaps without asking customers to reproduce confidential account information. 3. Find a reassurance that would make the transition usable, such as a clear next contact or meeting. 4. Track outstanding promises across the handoff; introducing a new contact does not transfer responsibility by itself. 5. Check whether contact routes were known during the gap between account owners.