Copy of Snippet "Account Transfer- CoCo reach out to customer"


My name is {insert your name here} and I work at Zipwhip on the Support Team and I specialize in Account Transfers. It has been brought to my attention that we are in need of transferring ownership of this account {Insert Account Name} from {Insert OLD OWNER's Name} and into {NEW OWNER's name} name.

This is going to be an easy process! I am going to send over a DocuSign form to sign the account over to {OLD OWNER} and {NEW OWNER}. Once all parties have digitally signed the form I will work on the backend of the account to have the account moved into Patty's name.

Before I proceed with this process, do either of you have any questions?