Agencies & Consulting template
Project handover room
Final assets, documentation, training and ownership, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Website handover to Harbor Coffee). Explore it and ask its agent anything.
What's inside
Hand over a project cleanly: final assets, documentation, training and who owns what now. WZRD AI fills these tabs from your material.
Handover
Project handover and What was deliveredAssets
Final files and Access & credentialsTraining
How to run it and Common questionsOwnership
Who owns what and Sign offIts AI agent: Handover assistant
Help the client find assets, docs and training from the handover, and explain who owns what. Never reveal credentials.
Who it's for
- Made by Consultant, Account Director, Strategist and Agency Founder
- For client procurement, prospective client, active client team and client executives
- In Consulting, Digital Studio, Creative Agency and Marketing Agency
When to use it
- For a new lead: a Consultant sends it to the client procurement
- After discovery: a Account Director sends it to the prospective client
- During delivery: a Strategist sends it to the active client team
- At milestone review: a Agency Founder sends it to the client executives
- At renewal / handover: a Consultant sends it to the client procurement
What WZRD needs
- Proposal + portfolio
- Workshop notes + recommendations
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a project handover room for Consulting for a new lead, using my proposal + portfolio.
Questions
What is a project handover room in WZRD?
Final assets, documentation, training and ownership, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Projectroom.
What do I need to make one?
Usually proposal + portfolio and workshop notes + recommendations. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Consultant, Account Director, Strategist and Agency Founder, for client procurement, prospective client, active client team and client executives.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a project handover room for Consulting for a new lead, using my proposal + portfolio." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.