Is Handover Packet Builder free?

The setup guide and prompt are free. Muse is free for most uses, for people 18 or over in the US and Canada. ChatGPT, Grok and Gemini need a paid plan.

Where does it get the facts?

Grok, a ChatGPT dot and Gemini read the customer’s Gmail threads from the last 90 days and the approved order in your Google Drive folder. Muse reads Gmail, and you paste the order. In ChatGPT Work you paste everything.

What if an email promises more than the approved order?

It keeps both statements with their sources and flags the difference for sales and the receiving owner. It never drops a promise or decides which one stands.

Does it update the CRM or contact the customer?

No. It creates no email, task, invitation or CRM change. Sales checks every promise, the receiving owner accepts or returns the handover, and you copy approved changes into your CRM yourself.

Does it run on its own when a deal closes?

No. Nothing runs on a schedule. Start each handover yourself and name the won customer.

Handover Packet Builder

Prepare the sales handover for onboarding

Handover Packet Builder is an AI agent you set up in the ChatGPT, Grok, ChatGPT dot, Muse or Gemini you already use. Name a won customer and it prepares the handover for onboarding from their emails, your notes and the approved order, with every commitment linked to its source and every gap listed as an open question.

Pick your AI for the steps and the prompt

About each AI:ChatGPT WorkGrok BotOpenAI DotsMuseGemini Task

Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.

Handover Packet Builder · reply in the chat

Cedar Workshop handover, ready for Noor to review

Under O1The two-hour session and migration exclusion
Import questionRemains open under N1
MigrationNo promise that migration is included
Receiving ownerNoor
UnconfirmedKickoff date and handover acceptance

Illustrative example for a fictional won deal with Cedar Workshop

How it works

What it does for you, and what it leaves to you.

Small teams can rely on conversations to hand a new customer from sales to onboarding, but the next person still has to reconstruct promises, priorities and open issues from scattered notes.

An assistant may help gather scattered context into an agreed template. It cannot make a handover accepted or replace access to the original account history. Use a short required form and a live handover call, with the account history available to the receiving team. Practitioners report that these simple methods remain valuable. If the CRM already gives the receiving team usable context, another summary may add work.

You stay in charge. Sales checks every promise against approved scope. The receiving owner accepts the handover and confirms unresolved matters through the normal process.

You get

A draft onboarding handover with evidence, missing fields and a receiving-owner review checklist

It never

Send or draft email, or contact the customer
Turn a customer’s wish or a tentative answer into an approved promise
Fill a gap in scope, goals or timing with a guessed plan
Change a CRM, assign tasks or send invitations
Interpret the contract or accept the handover for the receiving owner

The handover it prepares

The example above, in words.

The packet retains the two-hour session and migration exclusion under O1. The import question remains open under N1, with no promise that migration is included. Noor is the receiving owner, while kickoff date and handover acceptance remain unconfirmed.

Settings

The setup prompt starts with the defaults, marked here.

Approved orders folder

Type the Google Drive folder that holds approved orders or scope documents. This site does not read your Drive.

Default: Approved orders

Handover view

Choose how the assistant organizes the result; evidence and review rules stay the same.

Open questions first (default)
Kickoff brief first

Your working rules

Your required handover fields, receiving owner and acceptance process.

Optional. Empty unless you fill it in.

Check the first result

Each setup page has a fictional exercise to paste first. A good answer to it meets all of these.

No CRM, email or task action is claimed.

Questions people ask

Is Handover Packet Builder free?: The setup guide and prompt are free. Muse is free for most uses, for people 18 or over in the US and Canada. ChatGPT, Grok and Gemini need a paid plan.
Where does it get the facts?: Grok, a ChatGPT dot and Gemini read the customer’s Gmail threads from the last 90 days and the approved order in your Google Drive folder. Muse reads Gmail, and you paste the order. In ChatGPT Work you paste everything.
What if an email promises more than the approved order?: It keeps both statements with their sources and flags the difference for sales and the receiving owner. It never drops a promise or decides which one stands.
Does it update the CRM or contact the customer?: No. It creates no email, task, invitation or CRM change. Sales checks every promise, the receiving owner accepts or returns the handover, and you copy approved changes into your CRM yourself.
Does it run on its own when a deal closes?: No. Nothing runs on a schedule. Start each handover yourself and name the won customer.

Have us set it up

Rather not set it up yourself?

We set up Handover Packet Builder in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.

From $299

Runs in your accounts; you own everything
Tested before handover
Money back if we can’t make it work

Request a setup