Agency Checklist · Launch + ownership
Reddit Website Handover Checklist for Agencies
A website handover checklist for agencies who ship client builds. Use it the week before launch and again on launch day so the technical ownership actually transfers — not just the access.
Quick answer
Successful website handovers have four phases: prep the assets and ownership a week out, run a live dry-run on staging on day minus three, transfer ownership atomically on launch day, then shut down your temporary access inside 72 hours. Most agencies skip phase four and pay for it for months.
Prep — 7 days before launch
- Domain ownership audit. Confirm the apex domain is in the client's registrar account, not yours. Transfer locks or 60-day holds are common — start early.
- Hosting account handover. Create the account under the client's billing email and pay method on day one. Use a placeholder name if the live one is being decided.
- DNS prep. Lower TTL on the live records a week ahead so propagation finishes quickly on launch. Document every record and its purpose.
- SSL preparation. Order or validate the cert. Decide whether you manage auto-renewal or whether the client does.
- Repo and asset transfer. The code repo, design files, copy doc, and brand assets — all in one drop. Use a folder structure the client can keep or hand to a future vendor.
- Backups verified. Confirm hosting account has daily backups enabled, retention matches the client's needs, and a restore was tested recently.
Dry-run — 3 days before launch
A staging site being green is not the same as a launch being green. Run a full dry-run from a fresh browser.
- DNS propagation test. Use a clean DNS resolver or VPN. Confirm both apex and www resolve to the right place.
- SSL chain check. The cert is valid, the chain is clean, no mixed-content warnings. Test inside an incognito window.
- Critical paths walked. Contact form, checkout, signup, account login, password reset, unsubscribe, webhook endpoints. Each one tested end-to-end.
- Mobile sanity. One iOS, one Android, one tablet. No special-case bugs in CSS where the desktop view hid them.
- Analytics and tracking. Confirm GA, ads pixels, and any conversion events are firing. A launch without analytics is a launch without learning.
Launch day — transfer ownership atomically
The handover is one event. Sequence it. Do not let it stretch across two days.
- DNS cutover. Move records to production. Watch propagation in real time. Expect stragglers for up to 48 hours.
- Ownership transfer. Hand over hosting, domain, and any third-party accounts. One password manager invite is cleaner than five email forwards.
- DNS restored in TTL window. Once stable, raise TTL back. Document the recovery move in case anything regresses.
- Launch message sent. Single email, single channel, with: go-live confirmation, current issue list, owner contacts, and the launch runbook link.
- Stand scheduled. A 15-minute call 2 hours after go-live with one technical owner from the client and one from your team. Just to confirm nothing is on fire.
Post-launch — inside 72 hours
- Revoke temporary access. Staging credentials, contractor accounts, agency-side admin roles, shared logins, and any one-time consultant tokens.
- Close staging. Either delete the project or freeze it with the client's permission. A staging site live for years is a known compromise vector.
- Hand over the runbook. One document covering: where things live, who to call for what, what's covered under support, and what is considered new work.
- Confirm sign-off. A 14-day "everything looks stable" check is reasonable, but the agency side should not be running the site forever.
Edge cases worth pre-deciding
- Hosting under your agency. If you keep the account, the client gets less control and a longer shutdown window. Be explicit about it in the contract.
- Subcontractors in the chain. Their credentials and access need a documented offboarding path before launch, not after.
- Multi-property or multi-language sites. Each subdomain and locale needs its own ownership row in the handover pack, not a single shared note.
Ship with ownership transfer as a feature
Standardise your website handovers across every PM.
Finalizo gives agencies a reusable closeout template that covers assets, ownership, credentials, support window, and client sign-off — so every project manager ships the same quality handoff without inventing it from scratch.
See the agency templateRelated handovers you may need
- Client handover checklist for freelancers →The general pre-delivery pass that this list expands on.
- Client offboarding template for freelancers →Email scripts that close the engagement without burning the relationship.
- Project sign-off template for freelancers →The signed acceptance document that closes the loop on ownership.
Finalizo is not affiliated with Reddit. This checklist reflects common agency practice discussed in r/webdev, r/agency, and r/sysadmin and is not an official Reddit resource. Finalizo is a commercial product that bundles parts of this workflow into a structured closeout process.