3An employee leaving costs zero client context
Shift Handoff
Pick anyone — see everything they were working on, per client: last interaction, what's done, and the explicit next step. Then move all of it in one click.
DOEverything Dana was working on
6 open tasks6 clients in flight3 completed with outcome notes
Last interactionEmailsupport@meridianclients.com2h 20m ago
“Two questions on §4 (termination) and §7 (data handling) before we can sign.”
Next step
- Reply to contract questions — Maria Santos+20m over· 2h email SLA
Last interactionTextSales (555) 214-778826m ago
“Just tried calling — I need the updated Fairview quote before 3 PM today.”
Next step
- Return missed call — Tom Beckett+13m over· 15m callback SLA
Last interactionTextMain (555) 210-440024m ago
“Can we push Friday's shoot to 2 PM? Also — did the retainer invoice go out?”
Next step
- Text back — Sarah Kim (reschedule + invoice)6:00· 30m text-reply SLA
Last interactionMissed callAfter-Hours (555) 219-90226m ago
Missed call — voicemail (0:48): permit question on the Hartley job.
Next step
- Return missed call — Derek Mosley9:00· 15m callback SLA
Last interactionEmailhello@meridianclients.com4h 58m ago
Recap: delivery confirmed Tue 9–11 AM; revised proposal promised by 3:30 PM today.
Done
- Confirm delivery window — Victor Nguyen. Confirmed Tue 9–11 AM. He wants a revised proposal with an expedited option — follow-up created for 3:30 PM.
Next step
- Send revised proposal — Victor Nguyen1h 25m· promised for 3:30 PM
Last interactionTextMain (555) 210-44002h 30m ago
“Received — will get the signed copies back to you by Thursday.”
Done
- Send onboarding checklist — Nadia Rahman. Checklist + kickoff agenda sent. Signed copies due back Thursday — check-in task created for 5 PM.
Next step
- Check signed onboarding docs — Nadia Rahman2h 55m· due 5:00 PM today