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One handover template. One consistent process. No more each project manager doing it differently — and no more clients circling back weeks later.
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Or view a sample handover pack →The problem
One PM sends a Google Doc, another sends a Notion page, one sends nothing. Your clients get a different experience every time — and so do your support inboxes.
Without a signed handover and a clear support boundary, clients treat your team as free ongoing support — because nothing was ever agreed in writing.
Hosting logins in LastPass, CMS details in email, domain access in a shared sheet. Auditing and handover take hours you never budgeted.
What you get
Build your agency's standard handover template once. Every project manager uses the same structure. Consistent quality, every time.
Up to 10 team members on the Agency plan. Assign packs to team members, track completion, and audit who sent what.
Every project closes with a signed completion certificate. When a client claims support wasn't covered, you have the signed record.
One process for every project manager. One handover pack every client respects. Start free, then upgrade when your team needs Agency controls.