Back to Cookbook

Moving Day Handoff

Make keys, utilities, and move-out steps predictable

The deal is closed but the experience isn't over. This recipe runs a timed handoff sequence — T-14 through T+1 — covering prep, walkthrough, keys, utilities, and a welcome message with everything your client needs.

House RecipeWork5 min

INGREDIENTS

✉️Email📅Calendar

PROMPT

Create an OpenClaw recipe that automates a moving-day handoff sequence: - T-14: what to prepare (IDs, insurance, funds, utility research) - T-7: confirm walkthrough and key handoff details - T-1: day-before checklist + emergency contacts - T+1: welcome message + property info sheet link - Create calendar events for walkthrough and key exchange - Generate a property info sheet (appliances, HOA, building rules) - Handle remote closings, HOA/condo requirements, and post-close repair punch lists SMS (day-before): "Reminder: key exchange for {{address}} is {{time}} tomorrow. Bring {{items_list}}. If anything changes, reply here." Closing date: [your date or "from transaction record"]

How It Works

Starting 14 days before closing (or lease start), this recipe sends a staged

communication sequence: what to prepare, walkthrough and key handoff confirmation,

a day-before checklist, and a welcome message with a generated property info sheet.

Calendar events are created for walkthrough and key exchange automatically.

What You Get

  • Staged handoff sequence: T-14, T-7, T-1, and T+1 messages
  • Calendar events for walkthrough and key exchange
  • Generated property info sheet (appliance info, HOA contacts, building rules)
  • Day-before checklist with emergency contacts
  • Welcome message with issue-reporting instructions
  • Remote closing support: courier/lockbox process and ID verification

Setup Steps

  1. Connect your email, SMS, calendar, and document tools
  2. Set the handoff trigger (closing date or lease start date)
  3. Customize message templates for your market (buy vs. lease)
  4. Add property-specific info: HOA details, utility providers, access codes
  5. Configure the property info sheet template

Tips

  • For condos and HOAs, include elevator reservations, move-in fees, and orientation info
  • Remote closings need courier/lockbox details and ID verification steps
  • If repairs were promised post-close, create a punch-list ticket with follow-up reminders
  • The T+1 welcome message is your last impression — make it count
  • Adapt the sequence for lease turnovers (different prep steps, different parties)
Tags:#real-estate#handoff#move-in#move-out#automation