Handoff Vault

"Stop rewriting the same brief. Hand work off once."

Every time you delegate something new, you write a brief from scratch. Or you don't write one — and chase it up three times before you get what you asked for. Either way, you're still in it.

10 ready-to-send handoff briefs · PDF · No login · Download instantly

Get Handoff Vault — £27 →

One-time · Instant download · PDF

What's inside

Ten briefs. The roles founders delegate to most.

Each brief is a one-page document structured to get the right output first time — context, scope, format, timeline, and how to escalate. Fill in the blanks. Send. Done.

Virtual Assistant

Admin, inbox, scheduling

Customer Support

Responses, escalation rules

Bookkeeper

Financial tasks, reporting

Content Writer

Voice, format, output spec

Ads Manager

Campaign brief, reporting

Sales / BDR

Outreach, script, targets

Client Onboarding

Sequence, owner, checks

Researcher

Scope, format, sources

Designer

Brand, deliverables, feedback

Tech / Developer

Spec, acceptance criteria

Also included: a chooser matrix. Not sure which brief applies to your situation? The matrix walks you through three questions and points you to the right one. Useful when the role doesn't fit neatly into one category.

How to use it

Download the PDF — open in any PDF reader, fillable digitally or printable
Use the chooser matrix — find the right brief for the role you're delegating to
Fill in the blanks — context, scope, timeline, escalation path
Send once — the brief does the briefing so you don't have to
Save your version — reuse next time you hire or onboard the same role

Pairs well with the Bottleneck Breaker Pack — which identifies what to delegate. This vault gives you the briefs to delegate it properly. Each stands alone.

Questions

What exactly is in the vault?

A PDF containing a chooser matrix and 10 ready-to-fill handoff brief templates covering the roles founders delegate to most — VA, customer support, bookkeeper, content, ads, sales, onboarding, research, design, and tech. Each brief is one page, structured to get the right output first time.

Does this stand alone or do I need the Bottleneck Breaker Pack?

It stands completely alone. The Breaker Pack helps you identify what to delegate. This vault gives you the briefs to do it. Useful in either order, or on their own.

Is there a refund policy?

Yes. If the briefs aren't useful for your situation, email us and we'll refund you. No time limit.

Does this require any software?

No. It's a PDF. Any PDF reader works — Adobe, Preview, browser, whatever you already have. Fillable digitally or printable. No account, no login, no app.