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A structured handover for AI chatbots, Make and Zapier workflows, prompts, running costs, testing notes, and support boundaries.
Project handover
A clear finish for owner and client.
This is a working structure, not a blank dashboard. Start with the sections that matter for this kind of project, then tailor the details after signup.
Project handover
A clear finish for owner and client.
See the owner, client and recorded views before you choose the workflow.
The template is a working structure. Add the project context, resources and client-specific decisions before you send it.
Project Summary
Overview
Tools & Platforms Used
Stack
Workflow Map
Documentation
Credentials & Access
Credentials
Prompt Library
Documentation
Testing Checklist
Testing
Running Costs
Billing
Maintenance Instructions
Operations
Included window
30 days
The starting support duration in this template.
Included
Outside scope
Give the final step the same care as the work that got you there.
Free plan · no card requiredCloseout record Deliver the pack, acknowledgement and evidence in one place.
Project handover
A clear finish for owner and client.
Client clarity Make the last step understandable without exposing your internal stack.
Client review
A clear finish for owner and client.