Account Overview For New Managers: Reassignments & Upgrades

This form is reviewed by our Matching Manager whenever a reassignment takes place (i.e. when a new IM replaces current IM exiting the account), or whenever a new co-manager is added on to an account (i.e. for upgrades/increased workloads).

NOTE: InboxDone provides 10 extra training hours for account reassignments (or for adding on an additional manager), but these hours need to be split between you (the IM training) and the Inbox Manager joining (5 hours each). This is because as soon as a new IM joins an account, they're also operating under the client's monthly cap, alongside current IMs.

The goal is for you to delegate more of your hours to the IM joining as quickly as possible so the monthly cap is balanced back out.

The easiest, most time-efficient way to train is for the new IM to "shadow" you during your already scheduled check-ins, so book all your calls with your new co-manager upfront (usually spanning over 1-2 weeks). Loom videos should be used as a backup when the new IM isn't able to join your scheduled check-ins in real time.