Attribution Model Handoff to Client Analytics Owner (Handoff)

Attribution Model Handoff to Client Analytics Owner (Handoff)

1. 01

   Freeze the attribution model version and export its configuration before any access changes

   Capture lookback window, channel groupings, credit distribution logic, and any exclusions so the client receives the exact model that produced the numbers in their last report.

2. 02

   Document every data source feeding the model with its refresh cadence and owner

   List ad platforms, CRM, payment processor, and warehouse tables separately, noting which are server-side versus pixel-based, since a single broken connector silently changes reported revenue.

3. 03

   Write a one-page methodology note in plain language the client's finance lead can defend

   State what the model can and cannot claim, including that multi-touch credit is correlational and that incrementality testing is the only path to causal claims.

4. 04

   Run a live walkthrough with the client's named analytics owner, not just the marketing contact

   Screen-share the dashboard, rebuild one report from scratch, and have them drive the second report while you observe.

5. 05

   Transfer credentials through a shared vault and revoke agency-side admin tokens within 5 business days

   Confirm the client can add users and rotate API keys without agency involvement before you close the engagement.

6. 06

   Agree a 30-day support window with a named responder and a written scope boundary

   Support covers model interpretation and connector failures; new channel onboarding or model redesign is a separate statement of work.

7. 07

   Schedule a 60-day model health check as a paid or retainer line item

   Attribution models drift as spend mix shifts, so a recurring review converts a one-time handoff into ongoing client work.