Template
Client handoff checklist for agencies
A sales-to-delivery handoff checklist for agencies that need the first month to start cleanly.
Handoff checklist
- 1Signed scope and package
- 2Promised start date and first deliverable date
- 3Stakeholders and approval contacts
- 4Known risks or sales notes
- 5Files and access still needed
- 6Client expectations and reporting preferences
- 7Internal owner
- 8First delivery cycle created
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.
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.