Agency Client Handoff

Agency client handoff

Package a completed engagement for transfer to the client's in-house team, DAM, or next agency — with the asset set, prompt library, model pins, rights documentation, and everything else the receiving team needs to regenerate consistent work without you in the loop.

Engagement done → reproducible handoff bundle. Knowledge transfer over lock-in: the receiving team should be able to keep the brand on-model without calling the agency back.

When to Use

• End of an engagement, client taking work in-house
• Transition to a new agency of record — outgoing handoff
• Completed pitch / campaign — asset package with provenance for the client's DAM
• Contract-mandated "source file" delivery with regeneration rights
• Year-end portfolio snapshot for a long-term retainer client

Do not use for work-in-progress reviews (use Drive links), approvals (use proof PDFs), or internal archival (use your agency's backup). Handoff is the formal, client-owned, reproducible bundle.

Prerequisites

Ask the user (one message):

1. Client slug + engagement scope — which client, which project or retainer period is being handed off
2. Receiving team — in-house creative? Another agency? Which format and tools do they use (Figma, Adobe, CapCut, Notion)?
3. Rights status — are all inputs licensed? Any stock, fonts, or reference faces that need redacting or citing?
4. Regeneration expectation — does the client need to re-generate assets on their own, or is this a static archive?
5. Confidentiality — any internal prompts, competitor references, or tagged metadata that must be stripped before delivery?
6. Delivery format — zip + Drive link? Direct to client S3 / DAM? Physical drive?

If the client needs regeneration capability, they'll need the gen-ai CLI themselves — add an install guide to the bundle.

How to Run

1. INVENTORY   → pull every asset + results.json from clients/<slug>/ across the engagement
2. FILTER      → exclude drafts, rejected variants, internal-only WIP
3. STRIP       → white-label: remove agency tags, internal prompt notes, competitor refs
4. PIN MODELS  → lock every prompt's model to an exact ID + version (not "latest")
5. DOCUMENT    → generate README, RIGHTS.md, CHANGELOG, prompt library
6. PACKAGE     → zip with consistent folder structure + naming
7. VERIFY      → extract and cold-test: can a fresh machine regenerate one asset?
8. DELIVER     → upload to client destination, share link, brief the receiving team

Rules:

• Pin every model ID. recraftv4 → recraftv4@2026-03-15 (or the exact ID returned by gen-ai models info). "Latest" will drift and break reproducibility.
• Strip internal metadata. Tags like retainer-week-2026-04-22 or pitch-concept-b are internal — not for client eyes.
• Include prompts, not just outputs. A prompt library lets the client's in-house team iterate without re-inventing the system.
• Never ship a handoff you haven't cold-tested. Unzip, pick one prompt, regenerate — if the output drifts, something isn't pinned.

Quick Reference

{
  "handoff_kind": "client-final",
  "client_slug": "acme-fintech",
  "engagement": "2025-Q3 to 2026-Q2 retainer",
  "delivered_at": "2026-04-22",
  "brand_system": "docs/brand-system.json",
  "brand_rules": "docs/brand.md",
  "pinned_models": "docs/model-pins.json",
  "assets_count": 247,
  "prompts_count": 54,
  "rights_status": "all generated, no licensed stock",
  "regeneration_supported": true,
  "support_window_days": 30
}

Include this as docs/handoff-manifest.json — a single file that tells the receiving team what they got and what they can do with it.

Quick Reference

Handoffs don't generate new assets — they package existing ones. But for reproducibility checks:

Never substitute a newer model for the pinned one during handoff — the whole point is that the client can reproduce the agency's output exactly.

Procedure

• Reproducibility is the deliverable. If the client can't regenerate without you, the handoff failed — even if the asset folder is beautiful.
• Strip, don't redact. Remove internal tags entirely; the bundle should look native to the client.
• Version the handoff — handoff-v1/, handoff-v2/. Don't overwrite if an updated bundle is requested later.
• Include a sunset date for agency support — clarifies when the client self-serves or re-engages.
• Pin exact model IDs with gen-ai models info <id> --json — preserves capabilities at handoff time.
• Test on a clean machine. Your laptop has tokens, fonts, caches. The bundle has to work without those.
• No lock-in flags. Everything in the bundle runs on a stock gen-ai install.
• Ship prompts, brand, and rationale. Context beats artifacts for knowledge transfer.

Pitfalls

• Unpinned models — client regenerates 6 months later, output drifts, blames the agency.
• Internal metadata leakage — competitor refs, pitch-concept tags, reviewer names surviving in prompt files.
• Missing rights documentation — client legal can't sign off on re-use, bundle is DOA.
• Proprietary tools in the regen path — strip to stock gen-ai CLI only.
• No cold test — bundle ships, step 1 of the README fails, urgent Slack follows.
• One-and-done mentality — promise 30 days of Q&A post-handoff, price it in.

Verification

Run gen-ai whoami to confirm authentication, then re-run the failed command with --debug.

Step 1: Inventory and filter

CLIENT="acme-fintech"
HANDOFF="handoff/$CLIENT-$(date +%Y-%m-%d)"
mkdir -p "$HANDOFF"/{assets,prompts,source,docs}

find "clients/$CLIENT" -name "results.json" -exec cp {} "$HANDOFF/source/" \;
cp -r "clients/$CLIENT/deliverables/"* "$HANDOFF/assets/"
node scripts/extract-prompts.js "$HANDOFF/source/" > "$HANDOFF/prompts/prompt-library.json"

Step 2: Pin models, strip internal data

# Get pinned model IDs for every model the engagement used
for model in $(jq -r '.jobs[].model' "$HANDOFF/source/"*.json | sort -u); do
  gen-ai models info "$model" --json >> "$HANDOFF/docs/model-pins.json"
done

# Strip internal tags from the prompt library
jq 'del(.jobs[].tags[] | select(startswith("internal-") or startswith("retainer-")))' \
  "$HANDOFF/prompts/prompt-library.json" > "$HANDOFF/prompts/prompt-library.clean.json"
mv "$HANDOFF/prompts/prompt-library.clean.json" "$HANDOFF/prompts/prompt-library.json"

Step 3: Documentation

Generate a README.md covering: folder walkthrough, regeneration steps (CLI install + one worked example), pinned model note, rights status, support contact + sunset date. Include docs/brand-system.json, docs/brand.md, docs/model-pins.json, docs/RIGHTS.md, docs/CHANGELOG.md.

Minimum regeneration steps to include in the README:

1. Install CLI: curl -fsSL https://picsart.com/gen-ai-cli/install.sh | bash
2. gen-ai login
3. Pick a prompt from prompts/prompt-library.json
4. gen-ai generate -m <pinned-model-id> -p "<prompt>"

Step 4: Package + verify

cd handoff
zip -r "$CLIENT-handoff-$(date +%Y-%m-%d).zip" "$CLIENT-$(date +%Y-%m-%d)/" \
  -x "*.DS_Store" "*/.git/*"

# Cold test — extract to a clean dir, regenerate one asset
tmpdir=$(mktemp -d) && unzip -q "$CLIENT-handoff-$(date +%Y-%m-%d).zip" -d "$tmpdir"
cd "$tmpdir/$CLIENT-$(date +%Y-%m-%d)"
SAMPLE_PROMPT=$(jq -r '.jobs[0].prompt' prompts/prompt-library.json)
SAMPLE_MODEL=$(jq -r '.jobs[0].model' prompts/prompt-library.json)
gen-ai generate -m "$SAMPLE_MODEL" -p "$SAMPLE_PROMPT"  --dry-run --debug
# Dry-run validates = bundle is regeneration-ready.

Cost & time

The real cost is time, not credits. Budget a half-day per handoff; cutting corners creates support calls for months after.

See also

• workflows/agency-brand-scoping/ — brand-system.json + brand.md that ship in the handoff
• workflows/agency-multi-brand-pack/ — source of per-client results.json archive
• workflows/agency-pitch-mockups/ — pitch bundles that become part of the final handoff
• gen-ai-use.md — regeneration reference for the client