# Home Automation Project Handoff Playbook

The Quiet Protocol
thequietprotocol.com

## Purpose

This playbook helps premium home-automation and AV firms move from consult to survey to project kickoff without losing confidence, clarity, or premium positioning.

## The Risk

Many custom-install firms sell a polished consult and then hand the client into a vague internal process. That gap weakens trust even when the technical team is excellent.

## Handoff Standard

After the consult, the client should know:

- the next step
- who owns it
- what preparation is needed
- what decisions are still open
- what timing is realistic

## Internal Transfer

Sales should pass forward:

- scope summary
- decision-maker context
- timeline signals
- special site conditions
- known premium expectations

## Client Message Example

“Your discovery call is complete. The next step is a site survey so we can confirm scope, placement, and integration details. Our team will reach out by [timeframe] with scheduling options and any prep items we need from you.”

## Premium Experience Rule

The client should never feel like they are starting over with the next team. A strong handoff makes the process feel like one operating system, not several disconnected departments.