The Handover
Six questions. Answer them once, and anyone can pick up where you left off.
This page is a worksheet, not a form. Print it with your browser's print option, and fill in each blank by hand. The person who picks up the rest can be a colleague, Beemy, or nobody yet. The brief works either way.
On this page
What always needs you
Name these first. Nobody else should guess at a call that was always yours.
Which decisions, people, and spending always need your own sign-off?
One reader's filled-in answer
- Any reply that changes a price, a date, or a promise.
- Anything about Acme Corp's contract renewal.
- Any spend over £200.
Your answer
The autonomy ladder: In Beemy this is the autonomy ladder. It climbs one rung at a time, and never skips a step on its own.
What never needs you
Naming these frees up your day. Nobody has to check with you on a call this small.
Which confirmations, filing jobs, and easy 'no' replies can go without you?
One reader's filled-in answer
- Confirming a meeting time nobody disputes.
- Filing a receipt or a newsletter.
- Saying no to a cold pitch.
- Chasing a reply that's already three days overdue.
Your answer
Read-only first: In Beemy this is read-only first. Every new connection starts by watching, before it drafts or sends a word.
Who matters, and how much
A name on this list should always reach you, whoever is minding the inbox.
Which names should always reach you, no matter how busy you are?
One reader's filled-in answer
- Sarah, your boss, on anything urgent.
- Mum, any time she calls twice.
- Your accountant, near a tax deadline.
Your answer
Escalation: In Beemy this is escalation. It surfaces the unclear case to you, with a plain reason attached.
How you sound
Real wording teaches your tone. A description of your tone does not.
Copy three lines you've actually sent, in your own words.
One reader's filled-in answer
- Thanks for flagging this, I'll take a look today.
- Happy to help, let me check and come back to you.
- No worries, that works for me.
Your answer
In your voice: In Beemy this is voice learning. It studies your real replies until a draft reads like your own words.
What is off limits
An off-limits list is a wall, not a suggestion. Naming it once means nobody has to guess later.
Which accounts, threads, or topics should nobody else touch?
One reader's filled-in answer
- Mum's account. Nobody else replies there.
- The Acme Corp renewal thread, until it's signed.
- Anything about a redundancy or a resignation.
Your answer
A silo: In Beemy this is a silo. Work and personal knowledge sit apart, and no reply can cross by accident.
When to interrupt you
Say what earns a ping now, and what can wait for later. Both answers save someone a guess.
What should reach you right now, and what can wait for later?
One reader's filled-in answer
- Now: a client threatening to walk.
- Now: anything with a deadline inside 24 hours.
- Later: everything else, batched up.
Your answer
Triage: In Beemy this is triage. It sorts what needs you now from what can safely wait.
Read next
Get your time back.
Beemy is in private beta. Join the waitlist and go from connect to a quiet, triaged inbox before you close your laptop tonight.
You're in the hive. We'll buzz you when it's your turn.
While you waitLast updated