Ready for handoff
Scope and start condition are accepted, but delivery has not started.
Free SOP template
Fulfillment Handoff SOP Template
Use this operating procedure when accepted or paid work needs to move into delivery with a clear owner, required inputs, evidence links, completion checks, and post-delivery follow-up.
Start conditions
- Accepted scope is recorded and approved by the owner.
- Payment, deposit, or owner-approved start condition is clear.
- Delivery owner, due date, and customer contact are assigned.
- Required customer inputs and access boundaries are written before work starts.
Required fields
- Accepted scope, delivery owner, due date, and customer contact.
- Required inputs, access notes, delivery checklist, and status.
- Evidence links, handoff notes, completion date, and customer confirmation.
- Post-delivery follow-up date and close reason when applicable.
Statuses
Keep delivery state visible after the sale.
Waiting on input
Delivery depends on customer files, answers, access, or owner approval.
In delivery
The delivery owner is actively completing the approved checklist.
Review needed
Work is ready for owner or customer review before final handoff.
Delivered
Handoff notes, evidence links, and completion confirmation are recorded.
Closed
Delivery is accepted, cancelled, replaced, or no longer active.
Access rules
- Request the minimum customer access needed for the approved scope.
- Use owner-approved accounts and sharing methods only.
- Do not ask for passwords, wallet seeds, private keys, exchange credentials, or unrelated customer secrets.
- Record what access is needed, who owns it, and when it should be removed.
Completion proof
Store links to delivered files, screenshots without secrets, customer-visible outputs, handoff notes, and the next review date so completion is not just a chat message.
Boundary
This SOP tracks delivery; it does not grant access or start work.
- No customer access without owner approval
- No custody, wallet, or exchange access
- No work beyond accepted scope
- No storage of passwords, private keys, seed phrases, or customer secrets