Client Account Handoff and Access Control (Handoff)

Client Account Handoff and Access Control (Handoff)

1. 01

   Inventory every LinkedIn seat that will touch the client's pipeline before any credential changes hands

   List each profile by owner, license tier (native, Sales Navigator, or Recruiter Lite), and the automation platform bound to it. Aimfox and Linked Helper both support multi-account management, so the seat map must show which profile sits behind which login.

2. 02

   Decide seat ownership in writing: client-owned profiles, agency-owned profiles, or rented profiles

   Rented profiles shift platform-risk exposure away from the client's brand but add a monthly line item. Put the decision in the handoff doc with the cost per seat so the client signs off on the tradeoff.

3. 03

   Transfer credentials through a shared vault, never through chat or email

   Rotate the LinkedIn password at the moment of transfer, enable two-factor authentication, and store recovery codes in the vault. Record the rotation timestamp in the handoff log.

4. 04

   Re-point every active campaign to the correct sending profile and confirm the sequence still resolves

   A campaign that references a deactivated seat will fail silently. Run one test connection request per sequence and verify it appears in the unified inbox before declaring the handoff complete.

5. 05

   Map CRM sync direction and field ownership for the client's system of record

   Dux-Soup, We-Connect, and LinkedFusion all write to HubSpot or Salesforce, but the client may own stage definitions. Document which fields the automation may overwrite and which are read-only.

6. 06

   Set the daily send ceiling and hand the client a written escalation path for account restrictions

   State the ceiling in connection requests and messages per seat per day, name the person who pauses campaigns if LinkedIn issues a warning, and give a response window measured in hours, not days.

7. 07

   Schedule a 14-day post-handoff review to compare reply rate and acceptance rate against the pre-handoff baseline

   A drop of more than a few percentage points usually means a misconfigured seat or a stale prospect list. Bring the before-and-after numbers to the review so the client sees the delta in their own dashboard.