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When ownership of a client account changes, you want to ensure all project and communication details are transferred so nothing is lost or delayed. The Client handoff checklist template in Teamwork gives you a standard account transition process for agencies and service teams.
You use it as a client handoff checklist template to capture background, goals, active work, risks, and key contacts whenever an account manager or team changes. Instead of informal handovers, you follow a clear handover form for project management inside your existing workspace.
Use it as your account change documentation checklist so client transitions feel organised rather than disruptive. Over time, you reduce dropped balls, protect relationships, and make it easier for new owners to take over smoothly.
What is the Client handoff checklist template and when should I use it?
The Client handoff checklist template is a structured workflow for transferring ownership of a client account inside Teamwork. It guides you through capturing essential context, current projects, open issues, and next steps.
Use it whenever an account manager leaves, a client moves between teams, or responsibilities shift between agencies or departments. Any time there is an account change, you create or update a handoff using this template.
How do I run a client handoff in Teamwork using this template?
Create a project or task list from the template and then:
Log key client information, contacts, and communication preferences
Summarise current goals, success metrics, and active projects
Document open tasks, deadlines, risks, and sensitive topics
Assign follow up actions for the new owner and supporting roles
You can invite both outgoing and incoming owners to collaborate on the checklist so nothing important is missed.
How does this template help prevent things from being lost in transition?
Because the handoff lives in Teamwork, it sits next to the projects, tasks, and files it describes. The template prompts you to record details that often stay in someone’s head, such as stakeholder dynamics, renewal dates, or pending decisions.
When the account changes hands, the new owner has one reference point with all relevant information and links, rather than piecing context together from email threads and chats. This reduces delays and repeated questions to the client.
Can this handoff checklist support multiple teams or complex accounts?
Yes. You can extend the checklist with sections for different service lines, regions, or workstreams and assign items to the right internal teams. For example, you can have separate subsections for strategy, delivery, and finance tasks.
Because it works as part of your wider client onboarding and offboarding workflow in Teamwork, leadership can also track which transitions are in progress and ensure that high value accounts get the attention they need during changes.
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