Client Ops / Delivery

Private Client File Handoffs With Expiring Drop Links

When a project is finished, the handoff should be simple. Clients want the file. You want a clean delivery trail. Email attachments often create friction right at the finish line.

Why not just email the file?

Why expiring links work better for completed work

The simple Drop workflow

  1. Prepare the final file (or zip) with a clear filename.
  2. Open Drop and upload the completed file.
  3. Choose an expiry preset that matches the client handoff window.
  4. Copy the generated link.
  5. Send a short delivery message with the link and expiry note.

What to send in the client message

Keep it short and clear. A good delivery note includes:

Why this fits private / easy client ops

Use Drop after these moments

Next step

Pair this with Invoice and Sequence for a cleaner end-to-end flow: invoice, follow-up, payment, then Drop link handoff.