Hand over the work, collect client materials, report progress, and track payment.
Start with the situation you are in. You can use each guide on its own.
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.
How to hand off an accepted client projectList the materials and access you need, name who will supply them, and separate start-day essentials from items that can wait. Includes a downloadable checklist.
Client onboarding checklist: what to collect before startingPrepare a campaign update with results, a short explanation, and a next action. Includes calculations, a sample message, and checks for missing data.
How to prepare a weekly client reportTrack projects waiting to be invoiced and invoices waiting for payment. Before following up, check payments, the remaining balance, and any dispute.
From delivered work to paid invoice