Free Download
The Handoff Ownership Map
A one-page worksheet that maps every place work changes hands, so a job is never “done” just because the file moved. Fill in one row per handoff and the drops stop.
What's inside
One page. Everything you need to fill in.
- ✓Nine columns that close the gap, sending role, receiving role, trigger, required info, owner, next action, deadline, exception path, customer communication
- ✓Works across every handoff, sales-to-production, recruiting-to-training, marketing-to-sales, office-to-field
- ✓A clear definition of “done”, the next owner knows what they own, and the customer knows what to expect
- ✓Print-and-fill format, one page, ready for your next team huddle
Prefer to talk it through? The free 30-minute Workflow Assessment walks your process with you, no pitch.
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Also free: Follow-Up Gap Scorecard · Weekly Owner Report Template · AI Workflow Audit Checklist