Start with a conversation.
When someone gives notice, takes leave, or changes roles, invite them to answer role-specific prompts by voice or text. Capture recurring tasks, client context, and the things only they know.
Knowledge transfer, upgraded
People move on.
Know-how stays.
Turn a departing employee’s experience into a living, searchable handoff. Keep the client context, daily routines, and critical details your next hire needs to move forward.
Built for small teams. Designed for the next person.
The handoff, reimagined
One person’s context. Your team’s next chapter.
Knowledge transfer.
Not employee surveillance.
Employee-reviewed captureCredentials stay outBuilt for a named successor
From headspace to workspace
Less blank-page panic.
More useful context.
A wiki asks people to write everything down. TeamTrail starts with the right questions—and keeps the answers useful after the last day.
For owners, operations managers, and People teams at 10–200 person businesses. Especially where client knowledge lives with one person.
Turn context into a playbook.
Shape the answers into a role overview, task playbooks, contact map, open loops, and a 30–60–90 day plan. The employee and manager review and approve the handoff together.
Give the next person a head start.
The successor searches the approved handoff, asks questions, and flags missing context. Knowledge becomes something they can use—not another document to hunt down.
Illustrative successor Q&A
“How do we handle the Henderson renewal?”
Check the renewal playbook for the timeline, find the account owner in the contact map, and review the open items before reaching out.
Context from the handoff → a practical next step
The details that usually disappear
- Recurring tasks and where the files live
- Key contacts and client preferences
- Unfinished work and decisions behind it
- What might break—and who should watch it
A handoff now. A habit later.
Start with the transition in front of you.
Choose a single handoff for an immediate departure, or explore ongoing knowledge capture for your team.
Single handoff
$149–299 / handoff
Proposed pilot package: one guided interview, one finished handoff document, and 30 days of successor Q&A.
For ongoing transitions
Team plan
$8–12 / seat / month
Planned scope: unlimited handoffs, role templates, knowledge check-ins, and integrations. A role-risk view will help surface knowledge concentrated in one person.
Pilot pricing targets, not final offers. Confirm available features and current checkout terms before purchasing.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
Make the last day a starting point
Keep the knowledge.
Keep moving.
Someone leaving, taking leave, or stepping into a new role? Start with what the next person needs to know.