Client Copy WOW - Transfer of knowledge to new RM

[[CC the RM's coach in this email]]

Subject: [CLIENT NAME] -- Copy WOW Update

Hi [NEW AM],

Congrats on being the new AM for [CLIENT NAME]. I wanted to loop you in on this client's history with Client Copy WOW.

[CLIENT NAME] was on Copy WOW from Date-Date.
[[If client was on CCW multiple times, we can just prioritize takeaways from the most recent time provided it's within the last 12 months. We can also add something like this: We also worked with them a couple times in 2024, so they have definitely been a recurring case on CCW over the years.

Here's what brought this client to Copy WOW:

[list of pain points]

Here’s what we did on Copy WOW to address those pain points:

[actions we took]

Here’s a few client-specific pink flags to look out for in the future. If these pink flags come up in your partnership with Keystone Custom Homes, connect with your coach!

[list of client-specific potential pink flags]

If you have any questions about how we supported [CLIENT] during Copy WOW, please let me know! Otherwise, your coach will be your go-to resource if you encounter pink flags related to this client's happiness with copy.

Thanks, [AM]!