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Client Handover Kit shown on a tablet with its project scope, test plan, operating runbook and access transfer checklist
Digital product illustration. Files are supplied as a download, not a physical book.

For client projects · Digital download

Client Handover Kit

Finish the project. Leave a clear handover.

$19 USD / one time

  • 10 worksheets + 7-page guide
  • Markdown + PDF · editable files
  • No subscription or additional app required
Request purchase — $19

Purchase requests are reviewed manually. No payment is taken on this website; delivery follows confirmed payment.

Download a free sample ↗

Who it is for

A useful starting point for your work.

Freelancers and small teams delivering automation projects who want a repeatable way to define scope, record tests, and hand over the work.

How to use it

Open, copy, and adapt.

Begin with the scope worksheet. Map the workflow, record tests, prepare the runbook, and use the handover note for the client walkthrough. A completed synthetic example shows how the pieces fit.

Inside your download

The actual files.

See sample excerpts ↗
01-project-scope.mdAgree the outcome and boundaries
02-workflow-map.mdMap steps, data, and dependencies
03-test-plan.mdRecord expected and observed behavior
04-access-transfer.mdTransfer ownership without copying secrets
05-operating-runbook.mdExplain normal operation and recovery
06-client-handover.mdRecord the walkthrough and open items
07-incident-review.mdInvestigate failures and recovery decisions
08-change-request.mdScope changes and rollback decisions
09-maintenance-review.mdReview costs, access, and ongoing behavior
10-completed-example.mdFollow a completed synthetic example

Also includes a seven-page Client Handover Kit PDF guide, a start-here document, and a customer licence. Markdown files open in text editors. The worksheets document operational decisions; they do not run an automation or replace a service agreement.

Know what you are buying

Structure you can reuse.
Work you make your own.

Use and adapt the worksheets in your own and client projects. Completed project-specific documents can be handed to clients. Redistribution or resale of the original blank kit is excluded.

A few clear boundaries

No custom implementation, account setup, production monitoring, or guaranteed business results is included. The worked example uses synthetic data.

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Frequently asked questions

Does this include an automation service?
No. This is an editable documentation kit, not implementation, hosting, or monitoring. The worked example explains a synthetic polling workflow.
Can I use the worksheets for clients?
Yes. You may adapt them for your own and client projects and deliver completed project-specific documents. Resale or public redistribution of the original blank kit is excluded.
Which software do I need?
A text editor for Markdown and a PDF reader. No paid AI account, n8n instance, or additional application is required to use the worksheets.

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