Traka (ASSA ABLOY).
CSM account handover — Nick → Sebastien. Security / B2B. Sentiment at handover: Mixed.
Confidential — internal use only. CSM handover document. Do not share outside PerkUp.
Account overview Mixed
Transition: Nick → Sebastien
| Industry | Security / B2B (ASSA ABLOY group) |
| Employees | ~700 |
| Platform fee | $299/mo |
| HRIS | Paycor |
| Primary contact | Jamie Saenz |
| Sentiment | Mixed (yellow) |
Relationship map
Jamie Saenz is the primary contact. Mixed sentiment driven by support issues.
Open items & commitments
- Christian Guzman credit-card bug.
- Luis Rodriguez stockout issues.
- Jun 3 check-in call.
Risk & opportunity
Mixed sentiment from a credit-card bug and stockout issues — needs careful service recovery.
Recommended first actions
Run the Jun 3 check-in, close out the credit-card bug and stockout issues, and rebuild confidence with Jamie.
Source: confidential CSM handover document (Traka (ASSA ABLOY)). Internal use only.