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The Handoff Checklist
Mathew PaquetAI Marketing · Checklist
The Handoff Checklist
Find the work on your team that only moves work, sort it with three questions, and decide where the freed hours go before you automate anything.
4 min
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2 copy-ready templates
3 sources cited
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I'm the CEO of myMarketing and Ryv AI, and I make a video every day on what new AI changes for marketers and founders. Every resource here is built from those videos and fact-checked.
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What's inside
What a handoff isWork that only exists to move work to the next desk, and how to spot it.
The three questionsRisk, repeatability and judgment: the sort that tells you how much AI a task gets.
Map one weekA checklist and a fill-in table to count every handoff on your team.
A worked exampleA weekly client report at a team of six, sorted step by step.
Where the hours goA one-line commitment to write before you automate anything.
Quick win you can do today. Pick one piece of work your team repeats every week and count every time it moves from one person or tool to the next.
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