Yes, you can take time off — we just ask that you give as much notice as possible to both us and the client.

If the client requires cover during your absence, we will liaise with the team to arrange this. Please always inform us first so we can source the appropriate cover before offering it to the client.

We aim to keep handover calls to a maximum of 30 minutes. In preparation, you’ll need to provide:

• An up-to-date client profile

• A detailed handover document outlining tasks, key contacts, and the client’s preferences (for example: preferred times of day for meetings, how they like to travel, preferred communication styles, or calendar colour-coding)

• Loom walkthroughs where useful (recorded in the background)

We’ll then arrange a handover call to:

• Ensure we have access to LastPass and any shared tools

• Review the Client To Do List

• Discuss any outstanding or upcoming tasks to be completed while you’re away