Before
Delivery starts from old emails, chat notes, and assumptions about payment status. Required inputs and access are not tracked in one place.
Problem: delivery handoff
Paid or accepted work still needs a clean delivery start.
A quote can be accepted and an invoice can be handled correctly while delivery still depends on memory, missing inputs, unclear access, and scattered completion proof.
Request this delivery handoff workflow
Before and after
A compact workflow example for accepted work.
After
Each accepted job has a delivery owner, start condition, required inputs, access boundary, due date, evidence link, and review status.
Daily review
The owner sees work ready for handoff, waiting on inputs, in delivery, review needed, delivered, and closed with reason.
Symptoms
- Accepted work waits because required customer inputs are unclear.
- Delivery access is requested informally instead of through an owner-approved boundary.
- Payment or start-condition evidence is separate from delivery status.
- Completion proof and customer confirmation are not tied to the job record.
First system to ship
A fulfillment handoff queue with accepted scope, start condition, owner, due date, required inputs, access notes, evidence links, review status, completion proof, follow-up date, and close reason.
Build scope
- Define accepted scope and delivery-start condition.
- Assign delivery owner, due date, status, and next action.
- Write customer input and access-boundary fields.
- Record evidence links, completion proof, and customer confirmation.
- Add post-delivery follow-up date and close reason.
Boundaries
No customer access is requested or granted automatically. No delivery starts without the accepted scope, owner-reviewed access boundary, and required inputs.
No passwords, wallet seeds, private keys, exchange credentials, unrelated customer secrets, BTC instructions, payment requests, or money movement are created by this page.