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CHOOSE A WORKFLOW TO EXPLOREDifferent requests. The same thoughtful follow-through.
FOR AGENCIES & PROJECT TEAMS

Give every handover a clear finish line.

Keep final sign-off and handover information moving together. Make it clear what is still needed before your team marks the request complete.

Two colleagues reviewing a project folder and sketches in a creative studio
THE EXAMPLEWebsite project handover
01 / START WITH A CLEAR REQUEST

Here’s the job
you need done.

Keep final sign-off distinct from the handover.

A project can have approval while practical handover information is still missing. Track the two requirements separately, record what arrives and keep the remaining action attached to the same request.

“Ask Alex for the final sign-off and handover notes next Tuesday. Follow up after two working days.”
Illustrative example · Synthetic contact · No email is sent
THE PROPOSED PLAN Needs approval

Website project handover

A
AlexYour project contact
SUBJECTThe last two things for your project handover

Hi Alex, could you send the final sign-off and handover notes for the website project? We’ll review both before closing the handover request. Thank you.

First request: Tuesday · 09:00
Follow up after 2 working days
REQUIRED TO COMPLETEFinal sign-offHandover notes
Recipients, wording and schedule are reviewed first.
Approved request Reply & review Recorded completion
02 / KEEP PARTIAL PROGRESS VISIBLE

One item arrives.
The other stays on the list.

Record the reply manually to stop pending sends. Review what arrived, save the evidence, then decide the next step.

ALEX REPLIES
“The final sign-off is attached. I’ll send the handover notes after our team review.”
Recorded by your team · Future sends stopped
Final sign-offReceivedHandover notesStill needed
A FOCUSED FOLLOW-UP

Thanks for the final sign-off, Alex. We just need the handover notes to finish this request. Could you send them after your team review?

Back to approval.Changed follow-ups need a fresh human decision.
03 / CLOSE THE LOOP WITH EVIDENCE

Now you can call it done.

Your team has reviewed the recorded sign-off and handover notes and added supporting evidence notes.

Both required items recorded
Final sign-offReviewed · Evidence note saved
Handover notesReviewed · Evidence note saved
WHY THIS WORKFLOW HELPS

Know what is ready to close.

The request stays open until both items are supported by evidence. A completed checklist records the team’s review; it does not act as an electronic signature or replace contractual acceptance procedures.

Follow the complete visual journey
SAME SYSTEM. A DIFFERENT REQUEST.

Explore another example.

MAKE ROOM FOR THE WORK THAT MATTERS.

Less “just following up”.
More moving forward.

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