Client Asset Handoff and Access Revocation (Handoff)

Client Asset Handoff and Access Revocation (Handoff)

1. 01

   Freeze the asset library 48 hours before the retainer end date

   Lock uploads and edits so the final export matches what the client approved. Any asset added after the freeze needs a written change order.

2. 02

   Export the full library with metadata intact, not just the raw files

   Pull a CSV or JSON manifest that maps every file to its tags, usage rights, and campaign association. A folder of untagged JPEGs is not a handoff.

3. 03

   Separate client-owned assets from agency-owned templates and licensed stock

   Getty Images and similar licensed libraries cannot transfer to the client under most agency seats. Flag those files and remove them from the export before delivery.

4. 04

   Deliver the export through a time-limited link, not a permanent shared drive

   Set the link to expire in 14 days and require the client to confirm download. This creates a timestamped record that the handoff happened.

5. 05

   Revoke agency-side access to the client's brand portal within 5 business days

   Remove contractor and vendor seats first, then internal team seats. Document who had access and when it was cut for the client's security review.

6. 06

   Send a one-page handoff memo listing what transferred, what did not, and why

   Include the asset count, the metadata format, and any files withheld for licensing reasons. This memo is the artifact that prevents a dispute six months later.

7. 07

   Archive the agency's working copy for 90 days, then purge

   Keep a read-only snapshot in case the client reports a missing file. After 90 days, delete it and confirm deletion in writing.