Client handoff readiness checklist.
Check that the next person has the files, decisions and responsibilities they need.
Project teams handing work to delivery, support or a client.
No signup. No card. Your draft stays on this page unless you copy or download it.
Your draft
Review every field before using the draft. This page does not send messages or change any account.
From blank page to next action.
- 01
Identify the receiver and the exact version being handed over.
- 02
Test access and attach simple instructions for the next task.
- 03
Record remaining work explicitly and ask the receiver to confirm receipt.
Build your client checklist.
Turn the request into a working client checklist in Gather. Start without an account and decide later whether you need an online workspace.
Keep a downloaded copy of your draft. Opening the product does not transfer what you entered here.