✦ AT Media Partners

New Client Handover

Closer fills this in right after the sales call. Takes about 5 minutes — your details are pre-filled where possible.

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General Information

These come pre-filled from the onboarding form. Double-check they match before continuing.

Client ID * Monday item ID — pre-filled from the previous step. Do not change.

First Name *

Phone *

Email *

Business Name *

Program Type & Payments

Agreement Sent *

Payment Structure *

Deposit Amount ($)

Remaining Balance ($)

Due Date for Remaining Balance

Billing Method

Cash Collected ($) *

New MRR ($) *

NC — Onboarding Call Schedule *

Additional Terms

Client Success Handoff

KOF | Campaign Objective and Offer Type

Fathom Recording URL * Public Fathom share link. Stored verbatim in the Monday update.

Fathom Call Transcript * We'll run this through Claude using the Client Success Handover Formatter prompt and post the structured output to the Monday card. A copy is also saved to the client's Drive folder.

CSM To Manage Client *

Potential CSM Handoff Problems

Kick-off To Launch — Additional Comments

Strategy — CSM

Target Service * Be specific. What exact service are we advertising?

Client's Goal

Client's Current Revenue ($) Where they are now (per month).

Client's Target Revenue ($) Where they want to be (per month).

Strategy — Media Buyer

Target Location / Radius

Ad Angle / Hook

Video Ads Required? Does the client need video ads at launch or are we starting with static?

Daily Ad Budget ($) What was agreed on the sales call.

Strategy — Upsell Opportunities

Potential Upsells Things spotted on the sales call worth planting seeds for later.

Posting your handover…

~20-30 seconds — Claude is analysing the transcript.

Uploading the Fathom transcript

Claude analysing the call

Saving to your client folder

Posting handover to Monday

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Handover posted

The CSM team has been notified, the transcript summary is on the Monday card, and the files are in the client's Drive folder. You're done — go enjoy a coffee.