The Client Handoff

When an engagement ends, generate a complete handoff package:

• export a handoff for this client
• export a handoff for Acme in Markdown
• export a handoff for Acme in JSON format

The handoff returns inline JSON (structured data for importing into another Coppermind) and/or Markdown (quick reference). Nothing is sent externally and no files are written by the tool.

This is the killer differentiator

Your client doesn't just get a strategy deck. They get an AI that knows their brand, their history, their people. The next CMO (or internal team) can pick up exactly where you left off.

Sell it as a subscription

The handoff isn't just a one-time deliverable. You can offer ongoing access to the client's Coppermind as a monthly subscription — at whatever price you set. The client keeps a living knowledge base that grows even after you've moved on. That's recurring revenue from every engagement.

Sensitive and internal CMO memories are automatically excluded. The handoff is filtered for a non-owner audience — the client-safe package, not your raw owner export.

Read the full guide →