CLEAR NEXT — Client Project & Handover Kit

KEEP THE PROMISE. MAKE THE NEXT STEP CLEAR.

A practical client-project and handover kit for solo service businesses and small studios. Plan the work, record decisions and changes, and give each handover a clear next step.

YOUR DOWNLOAD

• 20-page fillable PDF deskbook in A4 and US Letter — the same content in two paper sizes.

• Four-page fictional worked example.

• Eight editable plain-text client message starters.

• Three-page start guide and one-business licence.

The deskbook covers project scope, deliverables, dependencies, milestones, priorities, updates, decisions, change requests, feedback, quality checks, file inventory, handover, follow-up and lessons learned.

HOW TO USE IT

Download your files after purchase. Choose one deskbook paper size and save a separate copy for each project. Use a desktop PDF reader supporting AcroForm saving, such as Adobe Acrobat Reader. Test save, close and reopen before recording important work. You can also print at Actual size / 100%. Edit the TXT messages in a text editor and send them yourself. Device, PDF software, printing and storage are separate.

LOCAL WORKING COPIES

No BLE editor account, cloud connection or Google Drive is needed for these files. Keep your own backups. No calculations, reminders, automatic emailing, collaboration or cloud sync are included. This kit is not a legal contract, accounting system, tax guide or regulated industry checklist.

LICENCE

For one purchasing business: make internal project copies, adapt the messages and share checked, completed client-facing extracts with the relevant client. Do not resell or redistribute the blank kit. No physical item is supplied.

Software names identify compatibility only; no affiliation or endorsement. Fictional example and illustrative marketing scenes are not testimonials.