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Tip 34 of 72Habits, team and depth

The Client Handoff

Package a clean, client-safe summary of the work when an engagement changes hands.

Engagements end, or an account moves to a teammate. Either way, someone needs the story: what the client wants, what was decided and why, who matters, and what is still open.

Armbrain can package that from the client's mind. Ask for a handoff package, and it builds a client-safe summary with goals, key decisions, campaign results, the people and their preferences, and open items.

What to know

Use the word "package". A full "export" is something else: your complete raw data, sensitive notes included, meant for your own records.

Read the package before you share it, and fill any gaps it points out. Read the client handoff guide.

Try it

  • Armbrain, package a handoff for Ridgeline Outfitters in Markdown.

  • Armbrain, what is missing from the Ridgeline Outfitters mind before I hand it off?

  • Armbrain, list every open commitment for Ridgeline Outfitters, with owners.

Prompt of the day

Draft a handoff for a new account lead

Change these first:

CLIENTCOMPANY = Ridgeline Outfitters TEAMMATE = Priya Armbrain, help me draft a handoff for CLIENTCOMPANY. TEAMMATE, our account lead, is taking over the account. 1. Switch to the CLIENTCOMPANY mind. 2. List the open commitments on both sides, who owns each one, and which are at risk. 3. Draft the handoff with: the client's goals, key decisions and the reason behind each, campaign results with dates, the people at the client and what each one cares about, working preferences, and open items. 4. Mark anything that needs confirmation instead of guessing, and list what is missing from the mind. Show the source for every decision and result. This is a draft for my review. Do not send it, share it, or give anyone access.

Why it works: It checks open promises first, then drafts the handoff with a source for each decision, and it stays a draft until you choose to share it.