The agency sends the client an emailed link that works for 7 days. Nothing changes until the client accepts. The workspace keeps its tasks and work, and the client pays from then on.
What it does
When a client wants to run its own workspace, the agency sends a handover to the client's email address. The link works for 7 days, and an agency can send a limited number a day.
The client accepts, then goes through the normal checkout for its own plan. The workspace stays as it was: the drafts, memory and tasks are still there, and the client becomes the owner.
Why
A client who leaves an agency should keep the work built for it. A handover that needs the client's yes cannot give a workspace to the wrong person.
What it won't do
- It doesn't change ownership before the client accepts.
- It doesn't give the client a second welcome bundle of tasks.
- It doesn't move the tasks away from the workspace.
How to use it
Open the Platform guide in your dashboard, or start a trial to try it.