LKNConnect Operating System™ Appendix K – STEP 9 — INTERNAL HANDOFF & ACTIVATION

Purpose:

Transfer the completed client information, agreements, materials, and responsibilities from the Strategist to the Chief Operating Officer for implementation.

1. STRATEGIST — CONFIRM THE CLIENT IS READY FOR HANDOFF

Review K-4-F — Client Materials & Activation Form and confirm that:

• The appropriate Letter of Agreement is signed
• Payment arrangements are complete
• Required client materials have been received
• Products and services selected are clearly identified
• Upcoming 90-day Visibility Opportunities have been recorded

2. STRATEGIST — HAND OFF TO THE CHIEF OPERATING OFFICER

Provide the Chief Operating Officer with the complete client onboarding package, including:

• Signed Letter of Agreement
• Products and services selected
• Deliverables promised
• Frequency or schedule
• Start date
• Client materials
• Special requirements
• Upcoming 90-day Visibility Opportunities

At this point, responsibility for implementation moves to the Chief Operating Officer.

CHIEF OPERATING OFFICER RESPONSIBILITIES

3. ASSIGN RESPONSIBILITY

The Chief Operating Officer identifies the LKNConnect TEAM member responsible for each deliverable.

Each assignment should establish:

What needs to be done → Who is responsible → When it is due

4. DISTRIBUTE CLIENT MATERIALS

Make sure the appropriate TEAM members receive or have access to the client materials required to complete their assignments.

5. COORDINATE VISIBILITY OPPORTUNITIES

Review the client’s upcoming events, announcements, activities, and other 90-day Visibility Opportunities.

Coordinate those opportunities with the appropriate LKNConnect TEAM members and production schedule.

6. CONFIRM ACTIVATION

Confirm that:

• Responsibilities have been assigned
• Required materials have been distributed
• Start dates and deadlines are established
• Appropriate TEAM members understand their assignments
• The client’s Visibility Program is ready to begin

Guiding Principle

The Strategist brings the client into LKNConnect.
The Chief Operating Officer makes sure LKNConnect delivers what was promised.

USE

K-5-F — Internal Client Handoff Checklist

NEXT STEP

Proceed to:

STEP 10 — Begin the 90-Day Visibility Plan