About Client Handoff Handbook
Why this publication focuses on the operating system between a signed agreement and active client delivery.
Client Handoff Handbook is an independent editorial publication about post-sale client operations for service businesses.
Our scope
We cover client onboarding, intake, forms, payment handoffs, scheduling, welcome sequences, portals, CRM-based onboarding, client communication and the transition into active delivery.
What we exclude
Employee onboarding, HR systems, product-led SaaS user onboarding, banking KYC, patient portals and enterprise customer-success tooling are not the center of this publication.
How the site makes money
Some HighLevel links are affiliate links. If a reader signs up through one, the publisher may earn a commission. That does not remove our obligation to discuss alternatives and limitations.