Short answer. A handoff transfers work and the context needed to continue it: what was agreed, what is ready, who owns the next step and what still needs a decision.
What does this look like in client work?
The person who won the work introduces the client and linked project to the delivery lead, with the agreed document available.
How should a team use the idea?
Choose one current engagement. Identify the record you maintain, who owns the next action and which information the client needs. Keep the process clear before adding automation or another tool.
Where does Flotick fit?
Flotick connects CRM and delivery records for agencies and freelancers. Read the linked feature guide for supported behavior, permissions and plan boundaries; this definition is not a promise that every possible workflow is automated.
