AI Client Handoff Document: Files, Access and Limits
A delivery link is not a complete handoff. The client needs to know which files are final, who owns each service and what remains to be checked. Use Brainbaby to create a handoff from a verified inventory, then open the files and test the instructions as the recipient would.
Download the task worksheet
The brief fields, prompt and review checklist in one editable Markdown file. No account is needed to download it.
Blank planning worksheet with an illustrative example. AI generation is a separate account action.
No. The Markdown worksheet is a free planning file. Brainbaby generation, editing, model usage and exports follow the current account plan, job quote and feature availability.
Prepare these inputs
01
List final artifact names, versions, allowed share links and delivery status. Distinguish editable source, exported copy, preview and deployed service.
02
Record account owners, renewal responsibilities and secure access-transfer steps. Do not put passwords, secret API keys or recovery codes in the document.
03
Document known limitations, accepted exclusions and the support window you actually agreed. Assign unresolved items and link relevant operating instructions.
A prompt you can adapt
Prompt
Create a project handoff from [verified inventory]. Include final files and versions, how to open or operate each deliverable, ownership, secure access-transfer checklist, known limitations and support scope. Separate verified checks from pending checks. Do not include credentials or claim a service is live without evidence. Add a recipient acceptance checklist and a section for unanswered questions.
Worked example — illustrative, not a customer result
Illustrative delivery: a PDF proposal, editable slide deck and a website preview. The inventory labels the preview as pending domain deployment. It identifies the client’s account as the future hosting owner and includes instructions to review form delivery. A handoff that calls all three ‘production complete’ would hide a material unfinished step.
Acceptance checks before delivery
01
Can the recipient open the delivered files and distinguish source, export, preview and live service?
02
Are account ownership, renewals and access transfer clear without embedding secrets?
03
Do unresolved checks have an owner and do support dates match the agreement?
A mistake to avoid
Do not replace the client’s existing access with your own account for convenience. The document should describe a secure transfer and explicit ownership, not create dependency on a freelancer’s personal login.
From the brief to a usable deliverable
Start by pasting the brief into chat and ask for missing information before a draft. Keep source facts, assumptions and open questions separate. Review the draft, then move approved material into the relevant workspace. A well-written answer is a starting point; inspect the actual document, slide, image, video or code before handing it over. Signing in preserves the workspace destination linked from this guide; it does not submit a paid generation automatically.
For work across India and Pakistan, write instructions in the language you use comfortably, then specify the delivery language. Confirm names, Indian or Pakistani numbering conventions, currency, date format and the client’s time zone. Hindi and Urdu versions of this guide are available below; page translation does not mean every signed-in app screen is translated.
Free chat has usage limits. New accounts do not receive free image-generation or image-editing attempts. Media uses the applicable image or video balance and the price shown for the selected job; the balances are separate. Builder work follows current plan usage. Check the live plan and checkout before buying; this guide does not promise a fixed INR or PKR price, local payment-method support or unlimited output.
Remove passwords, bank details and unrelated personal information before uploading material. Only share files and client data you are allowed to use. AI can omit context or invent details; approval and publication stay with you.
Before you start
Does this guide guarantee a client-ready result?
No. It provides a task brief, an illustrative example and acceptance checks. Verify source facts and the actual exported result. Paid access does not guarantee accuracy, acceptance, search rankings or client revenue.
Is the worksheet the same as free AI generation?
No. The Markdown worksheet is a free planning file. Brainbaby generation, editing, model usage and exports follow the current account plan, job quote and feature availability.