Ready for your next kickoff

Give delivery the whole picture.

Agree on the scope, the owner, and the next step before you automate. Use this kit as-is with your team; no n8n account needed.

Your handoff worksheet

Fill in what you know. Download your answers before leaving; this worksheet is not saved online.

Handoff IDClient NameClient EmailCompanyServiceAgreed ScopeDelivery OwnerKickoff Date

Before the kickoff

A checklist both teams can own.

Confirm signed scope, exclusions, and success criteriaLink contract, proposal, and promised assets in the agreed scopeName the delivery owner and confirm acceptanceConfirm kickoff date and the client contactAssign an owner and deadline to every missing itemAgree on the next client message before sending

Next action, owner, and deadline

0 of 6 agreed

Checklist completion does not validate intake. Keep the handoff in needs_review until required fields and delivery acceptance are verified.

Start a Google Sheet in two minutes.

Create a spreadsheet with two tabs named Handoffs and Checklist. Import each downloaded CSV into its matching tab using File → Import. Keep the headers exactly as supplied; format Handoff ID and Kickoff Date as plain text before connecting the workflow.

Completed fictional handoff

Sales: Jordan. Delivery: Alex. Next action: Alex confirms the kickoff agenda with Maya by November 27. Contract and contact data are fictional.

Northstar Studio · example Handoffs row
Handoff ID	DEAL-1042
Client Name	Maya Chen
Client Email	[email protected]
Company	Northstar Studio (fictional)
Service	CRM onboarding
Agreed Scope	Configure one HubSpot pipeline and import up to 500 contacts. Excludes enrichment. Success: delivery accepts the pipeline and reconciles the import.
Delivery Owner	[email protected]
Kickoff Date	2026-12-01
Status	ready
Review Reasons	None

Automate the agreed handoff →