KARI TOOLKIT / CLIENT DELIVERY

Client handoff brief builder

Turn scattered details into a clear handoff. Capture the owner, deliverable, criteria, and open questions, then copy or download it.

Free to use. Runs in your browser. No signup or uploads.

Make the next step clear

Turn scattered details into a brief your team can use. Missing information stays visible.

Project name

Client

What needs to be delivered?

Who owns the next step?

Due date

Context and goal

Assets and reference linksoptional

One item per line.

Open questionsoptional

One item per line.

What does done look like?

One item per line.

Your handoff brief

LIVE DRAFT

Draft needs details

Still needed: Due date.

Autumn acquisition launch

DRAFT: missing: Due date.

Client: Acme & Co
Owner: Creative lead
Due: Not provided

DELIVERABLE
Three paid social concepts with copy variants

CONTEXT
Introduce the new service to agency owners. Prioritize a clear benefit and one call to action.

ASSETS & REFERENCES
- Brand guide: https://example.com/brand
- Landing page: https://example.com/offer

ACCEPTANCE CRITERIA
- Three concepts with headline and body copy
- One clear call to action per concept
- Final files linked in the project tracker

OPEN QUESTIONS
- Who gives final creative approval?

1 open question. This formats what you provide; it doesn’t fill in unknown details.

Explore Client Services workflows and custom solutions

Useful once. Even better, connected.

We can explore how this step fits into an automation built around your agency’s tools.

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