Sample handover pack
A complete client-facing AI automation handover: workflow map, tools, API keys, prompt library, testing checklist, costs, maintenance notes, and support boundaries.
6
workflow stages
4
connected platforms
£42/mo
estimated running cost
Sent by Jamie Harrison
Your project handover pack is ready for review.
Tools, prompts, credentials, and testing notes added.
Rebecca received one secure link.
Maintenance terms accepted and certificate issued.
Inside the pack
Each section opens into the exact information a client needs after delivery: what was built, where it lives, how to use it, and what happens after sign-off.
Automation overview
Each step is documented in plain English, from trigger to AI processing to CRM update and Slack notification.
Website form trigger
CompleteNew Typeform submission starts the Make.com scenario.
Lead normalisation
CompleteContact details and project notes are cleaned before AI processing.
AI lead summary
CompleteOpenAI summarises the lead, budget, urgency, and likely fit.
Qualification branch
CompleteHigh-fit leads route to Slack and Airtable; low-fit leads receive a polite fallback.
CRM update
CompleteAirtable record created with source, score, next action, and transcript.
Slack alert
CompleteThe sales channel receives a formatted lead summary with action buttons.
Client sign-off
Your client confirms receipt, accepts the support boundary, and signs off. Both sides get a PDF export and a timestamped certificate for the archive.
One client link replaces loose emails, drive links, docs, and password messages.
Clients only see the pack they were sent, and credentials stay tied to that project.
Turn this structure into reusable templates for future client projects.