Sales-to-Delivery Handoff Matrix Builder

# Client Onboarding & Handoff Brief: NorthStar

**Engagement:** Q1 growth retainer (Recurring retainer)
**Target kick-off:** 2026-11-02
**Sales / Account exec:** Sam (Account Exec)
**Delivery lead:** Priya (Delivery Lead)
**Client champion:** Jordan (Marketing Director)

**Friction risk:** 63% (High Friction Risk) · 5/16 items confirmed

## Scope & Deliverables
- [x] Clear deliverables list
- [ ] Out-of-scope boundaries defined ⚠ BLOCKER
- [ ] Revision policy agreed
- [ ] Milestone sign-off criteria

## Assets & Technical Access
- [x] Brand guidelines received
- [ ] Credentials, tokens and repo access ⚠ BLOCKER
- [ ] Analytics access
- [ ] Staging environments ready

## Commercials & SLAs
- [x] Signed MSA / SOW
- [ ] Upfront invoice paid / verified ⚠ BLOCKER
- [x] Turnaround SLAs agreed
- [ ] Budget / margin targets set

## Client Dynamics & Risks
- [ ] Known difficult personalities briefed
- [ ] Past vendor frustrations captured
- [ ] Key dependencies identified ⚠ BLOCKER
- [x] Hard deadlines confirmed

## Actions before kick-off
- [Blocker] Out-of-scope boundaries defined: Add an explicit 'not included' section to the SOW and share it before kick-off.
- [Open] Revision policy agreed: Agree the number of revision rounds and how extra rounds are billed.
- [Open] Milestone sign-off criteria: Define who signs off each milestone and what 'done' means.
- [Blocker] Credentials, tokens and repo access: Send an access request list and set up a password manager share before day one.
- [Open] Analytics access: Ask for read access to analytics and tag manager accounts.
- [Open] Staging environments ready: Confirm who provisions staging and the date it will be available.
- [Blocker] Upfront invoice paid / verified: Confirm payment with finance or move the kick-off date.
- [Open] Budget / margin targets set: Share the hours budget and target margin with the delivery lead.
- [Open] Known difficult personalities briefed: Sales briefs delivery on stakeholder styles and sensitivities.
- [Open] Past vendor frustrations captured: Ask the client what went wrong with previous suppliers and note it.
- [Blocker] Key dependencies identified: List third parties and client inputs the timeline depends on, with owners.