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Checklist for handing over samples to customers

Clear steps and templates for a tidy, documented sample handover: from packaging and receipt confirmation to a short demo and follow-up.

Quick answer

A smooth sample handover is short, secure and documented. Prepare packaging, accompanying documents and a handover protocol. Get a written receipt, run a brief demo and agree on return rules. This avoids misunderstandings and keeps control over samples and next steps.

1. Before the appointment: prepare

Clarify goal, scope and responsible people in advance. Book 10–30 minutes depending on complexity. Pack samples in sturdy, clean containers. Label each unit with item number, batch or serial number and your contact details. Include data sheets, a delivery note, care or safety advice and a ready-to-sign handover protocol.

2. Packaging and labelling

Use proper internal padding to prevent scratches. Separate fragile parts. Add protective film to sensitive surfaces. Attach a label with recipient address, sender (for example your company in Geneva), date and ‚Sample – not for resale‘. Clear labelling helps reception staff and avoids mix-ups during transport.

3. Handover protocol and receipt confirmation

Use a short form with these fields: delivery date, supplier, recipient, item description and quantity, serial numbers, condition on handover, recipient and supplier signatures, return deadline. Keep a digital scan or photo of the signed protocol. If a signature is not possible, ask for an e‑mail confirmation from the recipient.

4. Brief on-site demonstration

Plan a concise demo of 3–7 minutes. Show main functions, typical use steps and care instructions. Point out common pitfalls. Ask if the customer understands and note any special requests. A short demo reduces follow-up questions and speeds up decision making.

5. Liability, returns and deadlines

State clearly who is responsible during the test period. Set a return deadline (for example 14 days) and state conditions for credit or replacement. Note whether the customer may test in real use or only in a controlled environment. For expensive or sensitive samples consider additional custody or insurance agreements.

6. Follow-up and documentation

Scan or photograph the signed protocol and store it in your CRM or project folder. Send a summary to the customer with a photo, return date and next steps. Schedule a brief follow-up call or e‑mail after the test period. Good documentation reduces complaints and speeds up sales.

Frequently asked questions

Is a written receipt always necessary?

Yes. A written or digitally confirmed receipt protects both sides. It should be short and confirm condition, quantity and return deadline.

What belongs in the handover protocol?

Date, supplier, recipient, item description, serial numbers, condition, signatures and return deadline. Add any special customer notes.

How long can a customer keep a sample?

You define this contractually. Common periods are 7–30 days. Make sure the deadline and terms are written down.

What if the sample is damaged at the customer site?

Document the damage immediately with photos, note date and circumstances and clarify liability based on agreed terms. If agreed, arrange repair or replacement.

At a glance: Checklist for handing over samples to customers

Key points from this article. Follow the links to read each explanation.

Before the appointment: prepare Clarify goal, scope and responsible people in advance. Read this section

Packaging and labelling Use proper internal padding to prevent scratches. Read this section

Handover protocol and receipt confirmation Use a short form with these fields: delivery date, supplier, recipient, item description and quantity, serial numbers, condition on handover, recipient and supplier signatures, return deadline. Read this section

Liability, returns and deadlines State clearly who is responsible during the test period. Read this section