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What’s inside

  • The three buckets
  • List your tasks and sort each one
  • Gut-check before you decide a task is "human only"
  • Map the tasks, then pick where to start
  • Your first one or two processes

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We send the file, and we send an occasional note when something new goes up.
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Start the conversation

Filled it in and didn’t like the answer? Let’s talk.

Thirty minutes with somebody who has run this handoff before. Bring the workbook.

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