Finalizo helps agencies standardise handover packs, credential delivery, documentation, support boundaries, and client sign-off across every project manager and delivery team.
Free plan available · Paid trials through Stripe · 10 minutes to your first pack
The problem
One client gets a Notion doc, another gets a folder, another gets a long email. That inconsistency makes your agency look less mature than the work you deliver.
CMS access, domain notes, analytics links, training videos, and final files end up scattered across too many tools.
Without a signed handover and clear support boundary, clients treat completed projects as open support queues.
What you get
Give every project manager the same closeout structure for deliverables, documents, credentials, resources, and next steps.
Keep sensitive details inside a project-scoped handover pack, alongside training resources and final delivery notes.
Define what support is included, what becomes new work, and collect client sign-off before the project is archived.
“Finalizo gave our team one standard closeout process. Clients get a better final impression, and our PMs stop reinventing handover every time.”
Dan Kowalski
Agency Owner
Create clean handover packs, deliver selected credentials, define support boundaries, and collect client sign-off without changing your whole delivery stack.
Free plan available. Paid trials are handled through Stripe.