Handover Pack | Notion

Everything the Head of Ops and CSM Manager need to run this without me.

Loom walkthroughs

#	Video	Length	Who it's for
1	How the CSM Hub fits together	4 min	Everyone
2	Adding a new CSM desk, start to finish	6 min	CSM Manager
3	Editing Claude's instructions safely	3 min	Head of Ops
4	What to do when a zap fails	3 min	Head of Ops
5	Reading the morning brief (for CSMs)	2 min	CSMs

Add a new CSM in 10 minutes

[ ] Add them to the CSMs database with their desk channel and brief time
[ ] Create #desk-[name] in Slack and add Claude
[ ] Assign their clients in Clients
[ ] Turn on their scheduled routines (Loom 2, 2:10)
[ ] Ask them to reply "brief" in their desk to test

Admin removal checklist (at handover)

[ ] Builder removed from Notion workspace
[ ] Builder removed from both Slack workspaces
[ ] Builder removed from Zapier team
[ ] Google service account password rotated by Head of Ops
[ ] Head of Ops confirms in writing