A repeatable handoff with a named checkpoint
Illustrative workflow for an agency or service business
-
01
TriggerSigned client becomes active
The CRM status changes and the final scope is attached.
-
02
Agent actionPrepare the delivery workspace
Create the project, assign owners, request missing inputs, and draft the kickoff note.
-
03
Human checkpointAccount lead approves the send
Confirm the date, owner, and client-facing language before anything leaves the company.
-
04
ProofEvery handoff leaves a record
Project link, assigned owner, approval, and delivery message are logged together.