Blue Tusk

Free resource

Client Handover Checklist: End and Resume a Session

A checklist to end every session with a clean handoff. The next session, yours or a teammate's, starts in seconds.

Get it free

What's inside

  • A six-step checklist for the end of every client session.
  • Three steps for picking a client back up.
  • A resume prompt to copy into your AI assistant.
  • A reminder to check what each client allows before you use AI on their work.

John-Carlos Saponara started Blue Tusk in 2018 and sets up AI operating systems for consultants and small teams. Want it set up for you? See how the Operating System works.