The CRM shows what got typed in after the call
A client doesn’t buy from a company. They buy from the salesperson who remembers their kid’s name, knows they hate being pitched on a Monday, and quietly covered the extra month when last year’s renewal almost fell apart. None of that lives in the CRM.
What walks out the door
The account doesn’t get handed over so much as re-introduced.
OakHive is knowledge transfer software. Before someone leaves, an AI interviewer talks with them about the work, by voice and in their own language. This is what comes back.
The renewal that almost fell apart
Someone quietly covered the extra month. That favour is why the client stayed, and it’s in nobody’s notes.
From the handover guide, written to whoever takes the role next.
The Monday rule
This client hates being pitched on a Monday. It’s never been written anywhere, because the salesperson simply never called on a Monday. The new rep’s first call is on a Monday.
From the guided session that walks the role chapter by chapter.
The re-introduction
New name, new tone, no memory of the history that made this client a customer in the first place. That’s usually the exact moment a happy account starts taking calls from your competitor again.
From the chat, answering after they have gone.
The deal notes that aren’t the relationship
The CRM holds what got typed in after the call, not what happened on it. The relationship was never in there to begin with.
From the manager’s summary, ready before the last day.
Who to interview
The account executive whose clients ask for them by name. The account manager who covered the extra month. Anyone whose accounts would be re-introduced rather than handed over.
The next rep starts with the relationship, not a stranger’s introduction.
Questions sales teams ask
Yes. Anyone with access asks a question and gets an answer drawn from what the departing person said in their interview. If the question touches something the interview never covered, the chat says so rather than guessing.
The CRM shows what got typed in after the call. OakHive interviews the person about what happened on it: why the client stayed, what they hate, what was promised. The handover guide is written to the next rep, and the full transcript is kept as it was said.
The week they resign. From then on the clock runs on their notice period. Setup is their name and role, the interview runs up to two hours, and the manager’s summary is ready before their last day.
See a real handover in 20 minutes
Bring a role that is about to change hands. We show you an anonymised handover guide, what the interview looks like, and how the team asks it questions in Microsoft Teams. No slides.
We take on a few companies at a time, and a person replies to every request.