# Armando — Account handover

Client:
Outgoing owner:
New owner:
Handover date:

## What matters now
Client's main goal:
Current engagement:
Upcoming decisions or renewal dates:

## Who matters
Name | Role | Priorities | Relationship context

## The shared history
Key decisions and why they were made:
Links to approved notes and documents:
What is confirmed vs. still uncertain:

## Open commitments
Commitment | Owner | Due date | Current status

## Next steps
First client conversation:
Next action:
Owner:
Due date:

Quick coaching: Walk through the brief together. Check the new owner can access the sources. Introduce them to the client and confirm the next action.