✦ 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.

Leave blank

Have a screenshot? Drop it here to pre-fill the form

Paste with ⌘V, drag an image in, or browse. Works on a signed agreement, a payment confirmation, a Slack handover or a CRM record. Up to 6 images. Everything it fills is a suggestion — check each field before you submit.

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

Who Receives The Leads Name and mobile of the person who takes the lead calls. The single most important field for launch — if this is blank the whole team has to chase it.

Extra GHL Users Required Anyone besides the primary contact who needs a GHL login. Blank = primary contact only.

SMS Sign-off Name The name that signs off automated SMS to leads. Should normally match the lead recipient.

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 * Wasn't set at the onboarding step — pick the CSM who'll manage this client.

Potential CSM Handoff Problems

Kick-off To Launch — Additional Comments

Strategy — Media Buyer

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…

~30-40 seconds — analysing the call and setting up the new client.

Uploading the Fathom transcript

Claude analysing the call

Saving to your client folder

Posting handover to Monday

Creating the client's GHL sub-account

Setting up the client's login

Emailing the login to the client

Recording the login on the Monday card

Creating the client's WhatsApp group

✅

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.