[Company Name]

An Important Update About Your Primary Contact

We are writing to share a planned transition on your account and to reassure you that our commitment to your team, your work, and your experience with us remains unchanged.

With gratitude for a valued relationship

After many years of dedicated service, [Retiring Contact Name], your primary contact at [Company Name], will be retiring effective [Retirement Date].

We are deeply grateful for the trust, collaboration, and partnership you have shared with [Retiring Contact Name]. Their professionalism, care, and understanding of your needs have helped shape a strong relationship that we are proud to continue.

Professional headshot of a war...

[Retiring Contact Name]

[Retiring Contact Title]

“It has been a privilege to work with you. Thank you for your trust, your partnership, and the opportunity to support your organization over the years.”

Serving clients and partners since [Year or Tenure].

Professional headshot of a con...

Introducing [Successor Name]

[Successor Title]

[Successor Name] will become your primary contact and will work closely with [Retiring Contact Name] during the transition to ensure continuity, context, and attentive support.

With experience in [Relevant Experience or Specialty], [Successor Name] is well prepared to support your goals and continue the service standards you expect from us.

Our handover plan

To make this transition smooth and well coordinated, we have put the following plan in place:

  • [Retiring Contact Name] and [Successor Name] will overlap from [Start Date] through [End Date].
  • Current projects, open items, and key preferences are being reviewed together.
  • Account history, documentation, and relevant context will remain available to the team.
  • Introductory meetings will be scheduled where helpful.
  • You may continue using your usual support channels throughout the transition.

Please feel welcome to reach out to [Successor Name] with questions, current requests, or anything you would like to discuss during the handover.

Your new primary contact

Email: [Successor Email]
Phone: [Successor Phone]
Schedule a meeting: [Scheduling Link]
Team inbox: [Shared Inbox, if applicable]

Contact [Successor Name]

What this means for you

  • There will be no disruption to your service.
  • Existing agreements, points of contact, and support processes remain unchanged unless otherwise discussed.
  • Current projects and timelines will continue as planned.
  • Our wider team remains available to provide support at every stage.
  • We are committed to preserving the knowledge, context, and responsiveness you have come to expect.

Thank you for your continued partnership

Please join us in thanking [Retiring Contact Name] for their years of service and wishing them all the very best in retirement.

We are confident that [Successor Name] will provide a thoughtful and seamless continuation of support. Thank you again for your trust in [Company Name]. We look forward to continuing our work together.

Warm regards, [Leadership or Account Team Name] [Company Name]

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