The client handoff

Let the quality of your work come through.

Practical articles for people who create with AI and want the finished work to be clear, considered and ready for a client.

Sharing, review and follow-up

Choose between a native Claude artifact and a branded client deliverable. Review content, access, format and revisions before you share the work.

Review the argument, evidence, brand, mobile layout, access and next action before sending an AI-generated report or proposal to a client.

Use proposal opens, recipient links and section engagement to plan a useful follow-up. See practical examples and the limits of reader analytics.

Need step-by-step setup? Explore the Foliyo guides or find a workflow for your business.

Connect Foliyo to your AI tool, then ask it to create a Foliyo from your finished work.