Skip to main content
TechForce Docs
Getting Started
Reputation Engine
Lead Capture
Database Reactivation
Consultant Hub
Agency Ops
Open GHL Portal
Onboarding a Client
Client Handoff
On this page
Checking authorization...
Previous
Per-Client Configuration
Next
30-Day Check-In
Before the Handoff Call
Handoff Call Structure (30–45 min)
1. Confirm Everything is Running (5 min)
2. Walk Through Their Dashboard (10 min)
3. Define Their Responsibilities (10 min)
4. Set Expectations for the First 30 Days (5 min)
5. Confirm Next Steps and Schedule Follow-Ups (5 min)
What to Send After the Call
Scheduling the Follow-Ups