Purpose

Confirm the internal handoff of a new client from the Strategist to the Chief Operating Officer for implementation.

The Strategist remains the client’s primary LKNConnect contact. The Chief Operating Officer coordinates internal delivery.

CLIENT INFORMATION

Business Name: ______________________________________________

Client Contact: _______________________________________________

Strategist: ___________________________________________________

Chief Operating Officer: ______________________________________

Start Date: ___________________________________________________

1. STRATEGIST — HANDOFF CHECKLIST

Before handing the client package to the Chief Operating Officer, confirm:

• Appropriate Letter of Agreement signed
• Products and services selected
• Deliverables confirmed
• Payment arrangements completed
• Required client materials received
• Start date confirmed
• Special requirements identified
• Upcoming 90-day Visibility Opportunities identified
• K-4-F — Client Materials & Activation Form completed

Items Still Outstanding

2. MATERIALS PROVIDED TO THE COO

• Signed Letter of Agreement
• K-2-F — Visibility Recommendation Form
• K-3-F — Product & Service Selection Form
• K-4-F — Client Materials & Activation Form
• Client logos and brand materials
• Photographs / headshots
• Video / media assets, when applicable
• Upcoming event information
• Other required materials

Other: _______________________________________________________

3. COO — TEAM ASSIGNMENTS

4. 90-DAY VISIBILITY OPPORTUNITIES

Review upcoming client activities identified during onboarding.

Opportunity 1

Activity / Event: _____________________________________________

Date: ________________________________________________________

LKNConnect Opportunity: ______________________________________

Assigned To: _________________________________________________

Opportunity 2

Activity / Event: _____________________________________________

Date: ________________________________________________________

LKNConnect Opportunity: ______________________________________

Assigned To: _________________________________________________

Opportunity 3

Activity / Event: _____________________________________________

Date: ________________________________________________________

LKNConnect Opportunity: ______________________________________

Assigned To: _________________________________________________

5. COMMUNICATION RESPONSIBILITY

The Strategist remains the client’s primary LKNConnect contact.

Strategist

Client ↔ Strategist

The Strategist communicates with the client, obtains needed information and materials, keeps the client informed, and communicates client requests or changes to the COO.

Chief Operating Officer

Strategist ↔ COO ↔ LKNConnect TEAM

The COO assigns, schedules, and coordinates the internal work required to deliver the client’s Visibility Program.

6. ACTIVATION CONFIRMATION

Chief Operating Officer

• Deliverables reviewed
• TEAM responsibilities assigned
• Materials distributed
• Production dates established
• Upcoming Visibility Opportunities reviewed
• Client Visibility Program activated

COO: _________________________________________________________

Date: ________________________________________________________

Strategist

• Client informed that activation is complete
• Next client communication / follow-up established

Strategist: ___________________________________________________

Date: ________________________________________________________

INTERNAL HANDOFF COMPLETE

Operating Principle

The Strategist owns the client relationship.

The COO coordinates delivery.

The LKNConnect TEAM executes the work.

NEXT STEP

STEP 10 — Begin the 90-Day Visibility Plan