PestShare.
CSM account handover — Nick → Sebastian. PropTech. Sentiment at handover: Green / New.
Confidential — internal use only. CSM handover document. Do not share outside PerkUp.
Account overview Green / New
Transition: Nick → Sebastian
| Industry | PropTech |
| ARR | $4,800 |
| Account age | ~7 weeks (new) |
| Contacts | Hillary & Jessica |
| Upside | $25k–$50k swag |
| Sentiment | New account |
Relationship map
Hillary and Jessica are the primary contacts on a young account (~7 weeks old).
Open items & commitments
- New account — establish cadence and onboarding.
- $25k–$50k swag upside to develop.
Risk & opportunity
Early-stage account; relationship and usage still forming.
Recommended first actions
Run a clean onboarding, set a regular cadence with Hillary and Jessica, and scope the swag expansion.
Source: confidential CSM handover document (PestShare). Internal use only.