Project handoff checklist
Use this when a project is complete enough to deliver but not yet clean enough to close.
Use it for
The client needs the work, and you need a clean closeout record.
Do not paste client names, emails, contracts, credentials, private account links, invoice numbers, tax IDs, addresses, or confidential project files.
Deliverables grouped
Docs linked
Account owners named
Next requests separated
Subject
Project handoff details
Closeout record
This handoff lists what is delivered, where it lives, who owns each account or file, and what remains outside the current scope.
Get the Quote Approval Kit
The paid download includes the client offboarding checklist, final-handoff wording, late-payment follow-up scripts, scope boundaries, quote red flags, privacy copy, and paid-delivery checks.
Buy the $9 Quote Approval Kit bundle