Reference table
Ways to test whether top accounts will stay
Seller calls, expert networks, consultancies and Koji compared
A comparison of four ways a deal team can test whether a target's largest customers will stay after a change of control: calls arranged by the seller, expert-network calls, consultancy diligence and Koji. The criteria are the ones that matter for top accounts: reach, roles per account, timing, consistency, traceability, contract data and data handling. It is a starting point for choosing a mix, not a ranking, since seller calls and expert networks still earn their place.
Where this appears
What's in this reference table
| Seller-arranged calls | Expert-network calls | Consultancy diligence | Koji | |
|---|---|---|---|---|
| Reach into top accounts | Contacts management picks | Experts, rarely current buyers | Depends on access and recruiting | A personal link per named contact |
| Roles per account | Usually one champion | One expert per call | Set by project scope | Several roles, same questions |
| Timing | One call at a time | Scheduled call by call | Project timeline | Replies arrive as people respond |
| Consistency | Varies by caller | Varies by expert and caller | Varies by team | Same guide and probes for all |
| Traceability | Call notes | Notes or transcript | Slides and notes | Findings link to the quotes |
| Contract data alongside | Kept separately | Kept separately | Kept separately | Your columns stay with each response |
| Data handling | Your own notes | The network's terms | The firm's terms | DPA offered, no third-party model training |
| Best for | A quick first read | Market and competitor views | Large scoped projects | Account-by-account stay evidence |
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Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/change-of-control-diligence-methods-comparison"><img src="https://www.koji.so/visuals/change-of-control-diligence-methods-comparison/change-of-control-diligence-methods-comparison.png" alt="Table comparing seller-arranged calls, expert-network calls, consultancy diligence and Koji for top-account interviews on reach, roles, timing and traceability." width="1200" height="1027" /></a>
<p>Source: <a href="https://www.koji.so/visuals/change-of-control-diligence-methods-comparison">Ways to test whether top accounts will stay</a>, Koji</p>
