Client Handoff Planner

Client Handoff Planner is an original ClearDesk Studio digital template for online freelancers and independent service providers. It helps you plan an orderly project handoff that leaves the client with the right files, context, and next steps. You receive an editable Word template plus a handoff tracker workbook for final files, locations, client confirmations, follow-up dates, archive status, and practical notes. A personal-use license lets you adapt the files to your own client work. This is a digital download. No physical item will be mailed. It is a general operational template and is not a legal contract, tax form, accounting system, or professional advice.