Client / project handoff: SOP template
Purpose: transfer a completed project or account to the client (or another team) without dropped details. Scope: any delivery or account handoff.
- 1
Confirm what was delivered vs. what was agreed [link the SOW/contract]
- 2
Gather all assets, files, and logins in one place
- 3
Write a short summary: what's done, what's pending, who owns what next
- 4
Walk the client/team through the deliverables
Record this walkthrough with the extension so they have a guide to keep.
- 5
Transfer ownership of accounts and share access
- 6
Get sign-off and set a follow-up / check-in date
Make this SOP yours in minutes
Start with this template, then record the real workflow with the Dyzo Owl Chrome extension — every click becomes a step with a screenshot. Share it with a link; readers never need an account.