5.4 · Handover

Close the work and keep your own record

Problem

A new client asks for similar work, and you can’t recall what you did last time.

Steps

  1. Assign each open task to its new owner.
  2. Write a note for yourself: what worked, what to change and who helped. Tag it #Lessons.
  3. Keep the people you met as contacts.
  4. Ask the client if you can share the story of the work.

Test Could you explain this work to a new client in two minutes?

Result Each job makes the next one easier to win.

Previous: 5.3Back to Handover

Recommended

Want to try it yourself first?

No setup project and no commitment. Use Humble with your next client and see whether having your people, notes and plan in one place makes the work easier to hold.