How to hand off an accepted client project
Give your teammate the agreed scope, materials, and first task in one handover brief, so they can start without reconstructing what you promised the client.
Open the solution →A problem in a small team’s work
The project is sold, but the delivery team cannot start.
Sales passed on notes and a link, but delivery lacks a first deliverable or necessary access. Handover needs acknowledged receipt, beyond a CRM status change.
Why address it
Repeated explanations take time on both sides. Starting without agreed scope and capacity can lead to rework or commitments the team cannot meet.
How big is the problem in your team?
For five projects, compare approval and actual acceptance dates, clarification requests and waiting time for blocking material. Separate elapsed waiting from hours worked.
This is a recommended measurement approach, not an estimate of an average business loss. We have no verified market benchmark for this specific problem. Your baseline lets you compare the change later.
Choose what needs to change
How to send a daily reminder of work awaiting review
Send one teammate a summary of pending work from a Google Sheets queue. Includes a script, dry-run mode and failure checks.
Open the solution →How to prepare an AI agent for project handover
Assemble a delivery brief from confirmed sources and distinguish work that can start from work that must wait.
Open the solution →Procedures for specific obstacles
Check next week's capacity before promising a project start
A project can be attractive and still not fit the team's next week.
Open the procedure →One process, different kinds of help
- 1
A person checks the input
- 2
Automation reminds the reviewer
- 3
The agent prepares a draft
- 4
The responsible person decides