WordPress Website handover template
A structured WordPress closeout pack for admin access, plugin licenses, hosting, and maintenance instructions.
What's included
Template checklist items
WP Admin
Credentials
Hosting cPanel
Hosting
FTP details
Technical
Domain registrar
Domain
Google Search Console
Analytics
Plugin license keys
Licenses
Maintenance guide
Documentation
Support boundary
Post-launch scope, defined
Duration
30
days included
Included
- Launch bug fixes
- Plugin configuration questions
- Admin handover support
Excluded
- Plugin updates after handover
- Security monitoring
- New functionality
Workflow guide
How to use this handover template
1. Load into your workspace
Click "Use this template free" to populate your Finalizo dashboard with all pre-configured checklist items, deliverable fields, and support terms tailored for WordPress Website.
2. Attach credentials and training guides
Add administrative credentials, Loom video walkthroughs, brand asset folders, and staging domain links into an encrypted client delivery portal.
3. Collect timestamped client sign-off
Send your client an interactive handover link. Your client reviews delivered scope items, accepts support boundaries, and generates an official digital sign-off certificate.
Best practices
Why structured client handovers matter
Handing over freelance or agency projects via scattered emails, Slack threads, and unencrypted password notes creates friction and post-launch support confusion. Using a standardized WordPress Website checklist establishes clear project boundaries, eliminates unpaid scope creep, and gives your client complete confidence in their final deliverables.
By collecting formal sign-off upon delivery, you create a legal and operational audit trail with exact timestamps, signee IP records, and PDF certificates — ensuring seamless offboarding and protecting your agency profit margins.
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