Handoff / Offboarding — Notion or Excel exit checklist
By Nydaymuse · Updated
What belongs in a handoff pack?
Four linked lists: projects closing, a handoff checklist, systems still open (access), and wins to ask for (testimonial / case / referral). Close the loop — do not start the engagement here.
Projects end in Slack threads when nobody owns the exit. Freelancers need a calm offboarding desk — not another onboarding kit.
Relay is Nydaymuse’s $12 dual-format handoff pack: Projects, Handoff_Checklist, Access_List, and Wins as Notion CSVs and as an Excel / Sheets workbook (README, Dashboard, Projects, Handoff, Access, Wins). Pick one.
Why exits need a desk
Kickoff starts the engagement. Praise asks for testimonials. Relay is the dual-format exit: deliverables out, access revoked, win queued — before you move on.
Pair with Kickoff, Harbor for retainer month-close, Lane for pipeline status, and free Praise for the full ask script.
Access revoke before the last invoice
Staging, Figma edit, Slack channels, ads admins — Open access after Closed projects is a revoke lag. Relay’s Access sheet makes the lag visible.
| Status | Meaning |
|---|---|
| Open | Still have access — set revoke_by |
| Revoked | Removed |
| Transferred | Client owns the file now |
| View-only | Downgraded on purpose |
Queue the win ask
Within 48 hours of final delivery, queue a Wins row: Testimonial, Case study, Referral ask, or Logo permission. Skip tiny one-offs — do not skip pattern-forming work.
Relay — dual Notion + Excel pack ($12)
Relay is buy-once, English, no support. Notion CSVs (Projects, Handoff_Checklist, Access_List, Wins) plus an Excel / Sheets workbook (README, Dashboard, Projects, Handoff, Access, Wins). Fictional SAMPLE rows — delete and replace. Not Cue, Bound, or Pitch.
Frequently asked questions
Should I use Notion and Excel at the same time?
No. Pick one home base. Relay includes both formats so you can choose.
Is Relay a live Notion duplicate link?
No. You import CSVs (or rebuild from the outline).
How is Relay different from Kickoff or Praise?
Kickoff starts the engagement. Praise is the dedicated testimonial desk. Relay is the dual-format exit pack: checklist + access revoke + win trigger together.