外贸业务员离职了怎么交接？内附交接信模板！

平台/创业/职场 2年前 (2023) 外贸小哥

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对于外贸公司而言，员工离职是很普遍的事情，重要的是做好离职前的交接工作。当同事离职时，如果你来负责离职同事之前的客户，那要怎么做才好呢？

当你的同事离职时，首先你需要先询问TA是否用了自己的邮箱和客户告别。

1.假如是离职的同事亲自与客户告别

那么交接信可以从这个思路写：①简单带过自己因为个人原因离职；②后续工作由xxx交接，TA是个工作xx年/在这个行业xx年/在我们公司xxx年；③我们内部信息已经转达清晰，不会给您带来影响，有啥疑问也可以随时找我；④带来不便，深表歉意等。

这个模板是基于离职的业务员发给客户的，重要的是传达给客户，会交接妥当，让客户放心，重点在于突出新人员的特点与素质。

Dear xxx team,

Good evening.

I inform you that following internal changes :

I'll leave XXX（公司名）by the end of the month for my personal plans. My colleague xxx will now be taking the lead on xxx category.

We have been working together these past months to ensure a smooth handover. Of course I feel a great emotion, as we always had a special and unique relationship, professional & friendly. I was delighted to work with you all, and the last time I came to visit you is a great memory.

Wishing you，xxx（新负责人）is a very positive collaboration, as we always had !

Have a nice weekend.

2.如果离职同事没有和客户告别的话

这种情况下，你可以使用离职同事的邮箱来发邮件做告别。为什么要用离职同事的邮箱发？是因为如果你冒然用你自己的邮箱去联系，客户会觉得是不是内部抢客户了？这对公司形象不好，影响客户关系。再者，客户不认识你，可能不会搭理你。邮件具体模板可以参考如下：

Dear XXX,

How are you?

What I want to tell you today is that I have decided to study abroad. I have thought about this decision for a long time. I have discussed it with my parents and they are very supportive of me. Because I am still very young, after this year's work, I find that I still need to improve a lot, so I think I need to continue to study for another year.

I am very lucky to be able to serve you. Our cooperation is very smooth, and our company is a good company with good products and colleagues. My colleague xxx will continue to serve you now. I learned a lot from her. Thank you again for your support to our company. I wish you a smooth work and a happy life.

这个模板的优点在于表述比较体面，从侧面夸赞了自己的公司，同事离职的原因也很正面，能够增加客户对公司的好感。还需要注意一点的是，最好在后面附上你自己的邮箱地址，如果客户有一些事情就知道怎么联系你了。

PS：模板参考仅限订单客户和A级以及B级客户，像C级客户可能对离职同事也没啥印象，就不需要特地发交接邮件了，直接发送新品推荐就行了。

3.告别后新负责人再联系客户

老业务员发完之后，新负责人用自己的邮箱后续跟进或者直接用离职同事的邮箱跟客户打招呼，但是要介绍自己时要有针对性，要表述清楚，比如你是某公司的谁谁谁，来接替之前的谁谁谁，希望后期合作愉快之类的，在邮件里不要讲之前同事的不好，语气也要尽可能的和善。

Dear xxx,

This is xxx writing from XXX company.

Sorry to tell you that xxx（离职员工）has left our company, I will take over his job in the company and service you for our business. I have been with our company for about 5 years, so I am confident I can deal everything well for you.

Please feel free to let me know if we can be further assistance for the business. Thank you very much.

有一点值得注意，咱们中国的小伙伴特别谦虚，可能会说是新手，请客户多多指教之类的话，不要这样说。别的国家我不知道，但是欧美国家，这样发过去很容易被客户嫌弃，所以尽量展示我们的专业，谦虚不是这个时候用的。