People & Process

Handoff

Definition

The transfer of context, files, and responsibility from one person or team to another. The most important agency handoffs: sales to delivery, design to development, and project team to client.

Why It Matters

Most avoidable mistakes happen when work moves between people.

Related Terms

Discovery Call Client Brief Stakeholder

Explore in Corcava

Client Onboarding Template
Project Kickoff Checklist
CRM with Project Management

Explore Related Features

Scheduling Permissions & Roles Team Collaboration

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