Teem.
CSM account handover — Nick → Sebastian. SaaS Recruitment. Sentiment at handover: Neutral.
Confidential — internal use only. CSM handover document. Do not share outside PerkUp.
Account overview Neutral
Transition: Nick → Sebastian
| Industry | SaaS Recruitment |
| Employees | ~30 |
| HQ | Leeds, UK + Toronto |
| Platform fee | $3,600/yr ($300/mo) |
| Champion | Daniel Booth (ex-SwagUp) |
| Sentiment | Neutral (yellow) — 41 days no contact |
Relationship map
Daniel Booth (ex-SwagUp) is the champion. Dual-region warehousing (UK + Toronto). Placement kits ~$65/kit.
Open items & commitments
- 41 days with no contact — re-engage.
- Placement kits (~$65/kit) program.
- Dual-region warehousing UK + Canada.
Risk & opportunity
Neutral and quiet (41 days no contact). Small account but a knowledgeable champion in Daniel Booth.
Recommended first actions
Re-engage Daniel after the contact gap, confirm the placement-kit program, and check dual-region warehousing is healthy.
Source: confidential CSM handover document (Teem). Internal use only.