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When a key employee quitsWhat should I do when a key employee quits?
Make sure what they know is already in a shared place your team can ask. With Constella, their price lists, quotes and notes live in a shared project, and removing their access takes one click while what they shared stays with the business.
Free to start. No credit card.
Example
What discount did Sarah give the Henderson account?
5% for returning customers, approved by the owner in March.
Henderson quote - March 2026.pdf
Sound familiar?
Your best estimator hands in her notice.
Everything she knows is in her head, her inbox and her folders.
Nearly 20%
of the workweek goes to finding information, or the colleague who has it.
Source: McKinsey Global Institute, “The social economy,” July 2012.
What changes
Three steps before the notice.
Example questions
People leave. Know-how stays.
Questions that used to go to one person, answered from the files they shared.
Constella
Example · Contractor · after the estimator left
Which supplier gave us the best price on rooftop units?
Coastal HVAC Supply, 6% under list on orders of three or more.
Supplier comparison 2026.xlsx
Example · Travel agency · during a vacation
Which hotel in Lisbon gives us a group rate?
Alfama Suites: 12% off for 8 rooms or more, booked through Maria at the front desk.
Lisbon partner hotels.docx
Example · Distributor · after a rep left
What did we promise Lakeside Hardware on returns?
Returns within 60 days, restocking fee waived for unopened cases.
Lakeside Hardware agreement.pdf
Example · Manufacturer · after the lead retired
Why do we use the double stitch on the heel?
The single stitch failed the pull test in 2024; the double stitch passed at twice the load.
Quality notes 2024.docx
Too busy to switch?
Start small. Nothing to migrate.
Start here
Don't wait for the resignation letter. Start with one folder this week.
Questions
What owners ask first.
What should I do when a key employee quits?
Make sure what they know is in a shared place your team can ask. With Constella, anyone on the team gets answers from those files, with the source attached.
What happens to their files when I remove their access?
Removing access takes one click. What they added to shared projects stays with the business.
Can my team get answers while someone is on vacation?
Yes. Anyone on the team can ask in plain words and get the answer from the shared files.
Keep reading
Related questions
People leave. Know-how stays.
askconstella.com