外贸干货丨业务员离职，如何交接客户？（附交接信模板）

当你的同事离职时，首先你需要先询问TA是否使用了自己的邮箱和客户告别。

那么交接信可以从这个思路写：

①简单带过自己因为个人原因离职；

②后续工作由xxx交接，TA是个工作xx年/在这个行业xx年/在我们公司xxx年；

③我们内部信息已经转达清晰，不会给您带来影响，有啥疑问也可以随时找我；

④带来不便，深表歉意等。

这个模板是基于离职的业务员发给客户的，重要的是传达给客户，会交接妥当，让客户放心，重点在于突出新人员的特点与素质。

Dear xxx team,

Good evening.

I inform you that following internal changes :

I'll leave XXX（公司名）by the end of the month for my personal plans. My colleague xxx will now be taking the lead on xxx category.

We have been working together these past months to ensure a smooth handover. Of course I feel a great emotion, as we always had a special and unique relationship, professional & friendly. I was delighted to work with you all, and the last time I came to visit you is a great memory.

Wishing you，xxx（新负责人）is a very positive collaboration, as we always had !

Have a nice weekend.

这种情况下，你可以使用离职同事的邮箱来发邮件做告别。

为什么要用离职同事的邮箱发？是因为如果你冒然用你自己的邮箱去联系，客户会觉得是不是内部抢客户了？这对公司形象不好，影响客户关系。再者，客户不认识你，可能不会搭理你。

邮件模板应包括：

• 离职原因，如个人发展计划；

• 对公司的正面评价，强调合作的顺畅；

• 介绍新负责人，并附上其联系方式。

邮件具体模板可以参考如下：

Dear XXX,

How are you?

What I want to tell you today is that I have decided to study abroad. I have thought about this decision for a long time. I have discussed it with my parents and they are very supportive of me. Because I am still very young, after this year's work, I find that I still need to improve a lot, so I think I need to continue to study for another year.

I am very lucky to be able to serve you. Our cooperation is very smooth, and our company is a good company with good products and colleagues. My colleague xxx will continue to serve you now. I learned a lot from her. Thank you again for your support to our company. I wish you a smooth work and a happy life.

这个模板的优点在于表述比较体面，从侧面夸赞了自己的公司，同事离职的原因也很正面，能够增加客户对公司的好感。还需要注意一点的是，最好在后面附上你自己的邮箱地址，如果客户有一些事情就知道怎么联系你了。

PS：模板参考仅限订单客户和A级以及B级客户，像C级客户可能对离职同事也没啥印象，就不需要特地发交接邮件了，直接发送新品推荐就行了。

离职员工发送告别邮件后，新负责人应使用自己的邮箱或离职员工的邮箱与客户建立联系。

邮件中应包括：

• 自我介绍，包括在公司的职位和经验；

• 对前任同事的正面评价，避免负面言论；

• 表达对未来合作的期待，并提供帮助的承诺。

邮件具体模板可以参考如下：

Dear xxx, 

This is xxx writing from XXX company. 

Sorry to tell you that xxx（离职员工）has left our company, I will take over his job in the company and service you for our business. I have been with our company for about 5 years, so I am confidient I can deal everything well for you. 

Please feel free to let me know if we can be further assistance for the business. Thank you very much. 

有一点值得注意，咱们中国的小伙伴特别谦虚，可能会说是新手，请客户多多指教之类的话，不要这样说。别的国家我不知道，但是欧美国家，这样发过去很容易被客户嫌弃，所以尽量展示我们的专业，谦虚不是这个时候用的。

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