See what lands on your desk.
A useful handoff should be clear enough to act on and easy to explain to a client. Here is how we structure one.
YOUR AGENCY / DELIVERY NOTEThe work.
The work.
The why.
The next step.
01 Priority findings
02 Recommended actions
03 Validation checklist
ILLUSTRATIVE SAMPLESAMPLE DELIVERABLE · NOT A CLIENT CASE STUDYA search handoff
A search handoff
without the guesswork.
A fictional service-business example showing how we separate a finding, a recommended action and the evidence needed to close it.
This demonstrates the format and level of detail. It does not represent a completed client engagement or measured results.
Explore the sampleReal outcomes need real evidence.
Client case studies will be added when the work, reporting period, results and permission to share are verified. For now, this sample lets you assess the handoff itself.
ONE CLIENT IS A GOOD PLACE TO START.
Talk about a partnership