Performance marketer handover template

ACCOUNT HANDOVER: [Client name]
From: [Outgoing person]   To: [Incoming person]   Handover date: [Date]
Overlap period: [dates when both are available]

1. THE CLIENT IN FIVE LINES
- What they sell and to whom: [ ]
- What they care about most: [ ]
- How they like to communicate: [channel, frequency, tone]
- Decision maker: [Name]   Day-to-day contact: [Name]
- Sensitive topics or history: [ ]

2. ACCESS
[ ] Ad account   [ ] Page and Instagram   [ ] Business portfolio   [ ] Analytics   [ ] Website or store
[ ] Shared documents and reporting folders: [links]
[ ] Anything tied to the outgoing person's own login that needs moving: [list]

3. TARGETS AND AGREEMENTS
- Monthly budget: [amount]   Target cost per result: [amount]   Agreed on: [date]
- What counts as a result: [event]
- Promises made to the client that are still open: [list]

4. HOW THE ACCOUNT WORKS
- Campaign structure and naming: [summary]
- What works: [campaigns, audiences, offers, with numbers]
- What was tried and failed, and why: [list]
- Things that look wrong but are intentional: [list]

5. ROUTINE
- Daily checks: [what, and what to watch for]
- Reporting: [day, format, where the template lives]
- Recurring dates: [sales, renewals, invoices]

6. RISKS AND OPEN ITEMS
- Biggest risk to the account: [ ]
- Open tasks with owners and dates: [list]
- Last client conversation, and anything unresolved: [ ]

7. FIRST WEEK PLAN FOR THE INCOMING PERSON
- Day 1: [read the log, check the account]   Day 2: [intro call with the client]
- Day 3 to 5: [first report and first change, with the outgoing person on call]