Template
Client handoff checklist for agencies
A sales-to-delivery handoff checklist for agencies that need the first month to start cleanly.
Signed scope and package
Promised start date and first deliverable date
Stakeholders and approval contacts
Known risks or sales notes
Files and access still needed
Handoff checklist
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
Client Handoff Checklist for Agencies
- 01Signed scope and package
- 02Promised start date and first deliverable date
- 03Stakeholders and approval contacts
- 04Known risks or sales notes
- 05Files and access still needed
- 06Client expectations and reporting preferences
- 07Internal owner
- 08First delivery cycle created
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
Do not let sales context disappear
The delivery team needs more than a closed deal notification. They need scope, commitments, risks, and the client's first expected outcome.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
FAQs
What is a client handoff checklist?
It is the list of scope, context, contacts, access, risks, and first deliverables passed from sales to delivery after a client signs.