Tools · Interactive

Client history brief for new owner

Brief from systems you have. New owner still meets the client.

Dial in the handoff brief. Watch the time band, named leak, and week plan update live. Runs in your browser. Nothing is sent.

Your handoff brief

Move the controls. The plan on the right updates as you go.

Where does client history live?

Tap every place the story hides. Multi-select.

How long to build a new-owner brief?

120

Systems the new owner must open

4

What stalls the brief?

Quick checks

I have a brief outline for new owners

One person owns the handoff brief

History lives in more than 2 systems

Live result Keep dialing. Plan fills in as you go.

Time at risk - Move the controls to see your band.

Named leak - Pick what stalls the work.

Your week plan

0 of 0 done

When not to buy a knowledge tool

If the brief outline is missing (goals, risks, people, next 30 days), skip buying. Compress from systems you already have. The new owner still meets the client.

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Plan saved in this browser

Come back anytime. Your checkboxes stick on this device.

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