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The Seven Day Handover Document

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The document that lets you take one week off without the store degrading. It is also, word for word, the document that lets anyone else run the lane: a contractor, a new hire, a family member covering while you are on a plane.

Every field below is already filled with a strong default written for a Shopify, Klaviyo and Meta brand. Edit what is wrong, delete what does not apply, fill the blanks only you can answer. A blank form is the reason these documents never get written, so this one is not blank.

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01

The cover period

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Who is away, who is holding it, and for exactly how long. Write real dates, not "next month".

02

Access and logins

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Never write a password anywhere in this document. Not here, not in Slack, not in an email, not in a note taped to a monitor. This document gets printed, forwarded and left open on desks. Every tool below has a proper invite system: use it, give the smallest role that does the job, and remove the access on the day the cover ends. If you find a password written down anywhere, delete it and change that password the same day.

If a login genuinely has no invite system, share it through a password manager as a shared item and keep two factor authentication switched on. Write the name of the password manager here, never the credential itself.

03

The daily checks

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With times. A check without a time does not happen. Keep the list short enough that it fits inside one morning and one late afternoon pass.

04

The weekly checks

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Anchored to a day, so nothing quietly slides to never.

05

Failure modes and the exact response

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This is the section that earns the whole document. Write the response as steps someone can follow while slightly panicked, and be explicit about what they must not do.

06

Who to contact for what

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Name the human, not the company. Add the hours they actually answer.

07

Spending limits and approvals

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Give real numbers. A person with no spending authority escalates twenty times a week and the week stops being a break.

08

When something is not covered here

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Every handover meets a situation the author did not imagine. This is the rule that keeps the week from stalling.

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The honest line. Opsbench helps when you have written this document and the problem is that there is nobody to run it: one full time operator, one seat at $2,950 per month, working your hours inside your own Shopify, Klaviyo, Slack and ad accounts, month to month. Opsbench does not help if the lane is only a few hours of work a week, if what you need is a specialist for one project rather than a person on the daily checks, or if you are not ready to let someone else make the small calls inside written limits. In those cases keep this document, hand it to someone you already trust, and spend the money elsewhere.

What happens after you send it
  1. One email. You describe the work that is not getting done. We tell you honestly whether this is a fit. If it is not, we say so in the reply and you get your afternoon back.
  2. A written scope. One page. The tools, the hours, the specific outcomes the operator owns, and who they report to. Nothing starts until you have read it and agreed.
  3. We assign your operator. Screened against your written scope, with a short written summary of what they have run before and where they are weaker.
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