Templates · Business change
Introduce a new contact person – a template for sales
A colleague takes over a customer, someone leaves or switches departments: the contact person changes. For the customer this is a delicate moment – done well, it strengthens the relationship; done badly, it creates uncertainty.
With this template you hand over cleanly: you introduce the new person, assure continuity, and give the customer the feeling of remaining in good hands.
What belongs in the introduction
A good contact-person announcement reassures and informs at the same time. These points belong in it:
- Who is now responsible – name, role, from when
- Direct contact details for the new person (phone, email)
- The assurance that support and terms continue seamlessly
- A short, personal line about the new person (experience, focus)
- Optional: a brief, appreciative note about the change – without internal details
- A concrete offer: a short introductory call or “get in touch any time”
Template: introduce a new contact person (handover)
Subject: Your new contact person at [company name]
Dear [title last name],
today I would like to introduce [first name last name] as your new
contact person at [company name]. From [date], they will look after your
account and be your direct line to us.
[first name] brings [short line on experience/focus] and already knows
your needs. Nothing changes about your support or your terms – the
transition is seamless for you.
Here is how to reach [first name] directly:
- Phone: [number]
- Email: [address]
Thank you sincerely for the good exchange so far. [first name] looks
forward to meeting you – get in touch any time, or feel free to arrange a
short introductory call.
Kind regards
[name]
[position], [company name]Variant: self-introduction by the new person
When the new person introduces themselves, a short reference to the handover and a clear offer to talk help:
Subject: I am your new contact person at [company name]
Dear [title last name],
my name is [first name last name], and from [date] I will be looking
after your account at [company name]. [predecessor] has briefed me
thoroughly on your needs – so there is nothing you need to explain again.
You can reach me directly on [phone] or at [email]. I would be glad to
introduce myself in a short call – just let me know when suits you.
I look forward to working with you.
Kind regards
[first name last name]Common mistakes
- Making the change sound like a problem. No internal details or blame – focus on continuity and the new person.
- No direct contact details. The customer wants to know immediately who to turn to – phone and email belong in it.
- Informing too late. An introduction after the change feels like a slip-up. Better to be timely and proactive.
- No offer to talk. A short introduction builds trust that a plain email cannot create.
An introduction in your voice – ready in two minutes
webRichtung Agent writes the introduction tailored to your customer and your new person – warm, professional and instantly available as a file to download.
Here is how: register for free, paste this brief, done:
Write an email introducing a new contact person to the customer.
New person: [name, role]. From: [date]. Contact: [phone/email].
I am writing as: [previous contact / team lead / the new person myself].
Tone: warm, professional, emphasizing continuity. With an offer to talk.
Give me the result as a finished document to download.Free account · no credit card · your finished letter as a file to download.
Frequently asked questions
Should the old or the new contact person write?
The handover is most effective when done by the previous contact person or the team lead – that way existing trust carries over to the new person. A follow-up self-introduction by the new person is then ideal.
How much reason for the change should I give?
As little as possible. A brief, appreciative sentence is enough. Internal reasons, resignations or conflicts do not belong in a customer announcement – the focus is on continuity.
What is the most important content?
The assurance that support continues seamlessly, plus the direct contact details for the new person. A personal line about the new person and an offer to talk round it off.
When should I send the introduction?
Before the change takes effect. A proactive introduction ahead of the effective date comes across as assured; an announcement only after the change feels like a slip-up.