“Can you take over from our current agency?” sounds like a straightforward sales enquiry. The work could involve keeping an existing service running, completing an unfinished project, or rebuilding a process the client can no longer manage. Each calls for a different first conversation.
Use your website to find out what needs to continue, what needs to change, and when the handover has to happen. MeetQuickly can collect that context and offer calendar booking to enquiries it scores Hot or Warm.
Ask what has to keep working during the handover
Start with “What would your team need us to keep running while the handover takes place?” The answer tells you whether the buyer expects continuity or can wait for a fresh start. An ecommerce team, for example, may need someone to maintain its current product feeds while it decides whether to rebuild them.
Follow with “What would you like to change once the handover is complete?” This gives the sales host two things to discuss separately. A prospect may need immediate cover for routine work and have a longer list of improvements they can schedule later.
Find out what the client can hand over
Ask who controls the accounts and whether any documentation or source files are available. Keep this at the level of ownership and availability. The public form can ask whether the client can arrange access. Agree how to share access after both sides have scoped the work.
- Who currently manages the work?
- What can your team already access?
- Which materials will the current agency hand over?
- Is there a date when existing support ends?
An answer like “we have access to the site but no documentation” prepares the host to ask how changes get made. It may also suggest that a paid assessment should come before a takeover proposal. See how to qualify paid audit enquiries.
Set a clear boundary for the first conversation
Describe what your agency can assess on an introductory call and when you would need to inspect the existing setup. If the client has an urgent incident, make your response arrangements clear on the service page. A buyer with a deadline needs to understand what booking an introductory call will accomplish.
Use the handover date to discuss dependencies and capacity. For example, if the client needs continuity by month end but the current provider has yet to confirm a transfer, ask who can resolve that dependency. See questions to ask about project timelines.
Connect the takeover enquiry to a booking
Describe the takeover work your agency accepts in MeetQuickly, including the platforms or services you can support. Review the questions it generates and try a realistic enquiry from a buyer with an incomplete handover. Check whether the answers help your sales host decide what to cover in the first meeting.
Start free with MeetQuickly on one takeover service page. If you plan to use the flow across more services, compare widget and lead allowances on the MeetQuickly pricing page.