ReadyMade Client Handover Kit — Delivery, Access and Decisions Tracker

Make the final client handover easier to review. Bring delivered files, account responsibilities and open decisions into one organized record.

ReadyMade Client Handover Kit is a reusable, macro-free .xlsx template for freelancers, virtual assistants and small service teams. Use it to record your manual delivery and access checks, track decisions and prepare a client-facing summary.

WHAT YOU GET

• Blank Master workbook with Client summary, Delivery log, Access checklist and Decisions sheets

• Capacity for 100 assets, 30 access rows and 40 decisions per workbook

• Fictional worked-example workbook

• PDF Quick Start guide

• README and single-purchaser/business licence

HOW IT WORKS

Keep the Master unchanged and save a working copy for each client. Start with the Client summary, complete the Delivery log, Access checklist and Decisions, then return to the summary for review. Amber cells are inputs and gray cells are formula outputs. Use the prepared rows, unique IDs and exact dropdown values.

Record the actual files, checks and responsibilities yourself. An item marked EXCLUDED is not a verified item. Use the fictional Example workbook to learn the workflow; its names, statements and URLs do not represent real delivered client assets.

CLIENT HANDOVER

Select only Client summary for a one-page client handover and always check print preview first. For detailed printing, select the populated rows to avoid blank pages. The licence also permits sharing a completed, client-specific workbook with the relevant client. Review every output before sharing.

FORMAT & COMPATIBILITY

One ZIP containing two .xlsx workbooks, the PDF Quick Start guide, README.txt and LICENSE.txt. No macros, add-ins, API keys or paid design tools are required. Formula mutation tests and LibreOffice recalculation were performed. Native Microsoft Excel and Google Sheets were not directly tested; check a copy in your chosen app before relying on it. Rows beyond the documented capacity are not included in checks or summaries.

IMPORTANT

This kit records manual checks. It does not verify links, transfer accounts, change permissions or revoke access. Never enter passwords, access tokens, recovery codes, payment details or private internal costs. You remain responsible for accurate entries, secure handling, checking permissions, meeting client agreements and deciding whether a handover is sufficient. This template does not provide legal or security advice or guarantee error-free work.

LICENCE

One purchase covers one purchasing business, including team members and contractors working for that business, for its own operations and client work. Make working copies, customize the kit and use it for multiple clients. You may share completed, client-specific handover outputs with the relevant client as a filled workbook or PDF summary. Do not resell, sublicense, redistribute, publicly upload or give away the blank template, reusable kit or lightly modified template versions, or include them in a template bundle. Completed client outputs do not transfer resale rights.

$15 USD, one-time purchase.