Working template: Hand a client to a new colleague without losing the next step

Download this file and copy its contents into a document or record in your existing system. Complete each item; state why an item does not apply. Use the actual agreement and check links as the person receiving the work. Do not store passwords.

Client / project / previous owner / receiving owner

[ Complete ]

Effective time and acknowledgment

[ Complete ]

Scope and latest confirmed commitment with source

[ Complete ]

Next action / owner / due date

[ Complete ]

Open decisions and dependencies

[ Complete ]

Evidence links and access-check result

[ Complete ]

Remaining work for the previous owner and due date

[ Complete ]

Client introduction: contact, effective date, nearest next step

[ Complete ]

First-action check and closure

[ Complete ]

Completion checks

• The latest commitment is linked to evidence and a specific date.
• The receiving colleague opened the evidence with their own account.
• Acceptance and remaining responsibilities are explicitly confirmed.
• The client knows the new contact and the first action was completed.

Client introduction to complete

Hi [name], from [date], [new contact and address] will coordinate the next steps. We have handed over [evidence and current agreement]. The nearest action is [specific action] by [confirmed date]. You can reply through [verified route]. [Open dependency and its owner, if relevant to the client].

Send after the internal handover acknowledgment.