Clarify the commercial boundary
Confirm currency, tax treatment, payment stages, scope changes, intellectual property and third-party costs in writing before access is shared.
Create one decision record
Meeting notes, approvals, dependencies and acceptance points should live in a shared system. Important choices should not disappear inside private chat threads.
Protect access
Use role-based accounts, temporary credentials where practical and a documented handover. Never depend on one shared master login for every system.
Agree the communication rhythm
Define overlap hours, response expectations, review windows and escalation routes. Reliable asynchronous updates often matter more than constant meetings.
