Client handoff file hub: Deliver clean files without the chaos
A good handoff is not fancy. It is easy to understand at 8 pm on a Thursday when someone is urgently looking for the final approved assets.
Why handoff structure matters
Most client handoff friction comes from one missing element: clear context. When stakeholders or development partners have to ask where the latest logo is, which file is print-ready, or what changed in the latest revision, your delivery system is leaking time.
A dedicated handoff hub gives everyone a clear, self-explanatory directory containing the editable source, production-ready exports, and concise decision notes.
Build a client handoff structure anyone can navigate
- Create a single top-level folder for each active client project with consistent naming.
- Establish three core subdirectories:
01-source(editable Gesso and vector masters),02-exports(categorized by format and platform), and03-notes(brand rules and changelogs). - Pin the latest approved release at the top level with clear date and version tags.
- Maintain an archive subfolder for prior iterations so revision history is preserved without cluttering active deliverables.
- Include a brief
READMEor release note summarizing approved changes and usage recommendations.
Client deliverable checklist
- Editable source files are cleanly organized, unflattened, and easy to open.
- Exported assets cover all required formats (SVG, PNG, PDF) with standard dimensions.
- Changelog note explains what was updated, who approved it, and why the revision was made.
- Platform-specific variants (social formats, web banners, print masters) are clearly labeled.
- Brand Book color codes and typography guidelines are documented alongside the deliverables.
Pro tips for friction-free handoffs
- Never mix unapproved draft concepts with final sign-off deliverables in the same handoff folder.
- Use ISO date formats (
YYYY-MM-DD) and revision numbers for crystal-clear version tracking. - Include quick links to relevant Brand Book rules so client teams can self-verify asset usage.
Common questions
Yes, keep prior exports in an explicit `_archive` folder. Retaining history provides an audit trail while keeping the active deliverable root uncluttered.
Review source-first campaign setup
Start every handoff from one connected campaign source instead of scattered client files.