Professional transfer.
WHEN THIS HAPPENS
A client moves to someone else.
WHAT TO PROVIDE
Files and assets Access and credentials Documentation of what was done An explanation of anything unusual
WHAT NOT TO DO
Obstruct Provide the minimum grudgingly Disparage the incoming supplier
WHY
The client is watching, and so is the industry.
WHAT PROFESSIONALISM COSTS
An hour.
WHAT IT BUYS
A reputation that brings work.
WHAT TO CHARGE FOR
A reasonable fee for substantial handover work, if it was not included.
Agreed in advance, not sprung afterwards.
WHAT TO CONFIRM
That they have everything.
WHAT TO REMOVE
Your own access, afterwards.
WHAT TO KEEP
A copy of your own work, subject to confidentiality.
WHAT TO SAY TO THE CLIENT
That you are happy to answer questions during the transition.
WHAT THAT FREQUENTLY PRODUCES
Their return, later.
