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A website handover is more than a folder of links. Give the client the final deliverables, operating instructions, selected access and a clear record of what was accepted.
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Or view a sample handover pack →The problem
One PM sends a Google Doc, another sends a Notion page, one sends nothing. Your clients get a different experience every time — and so do your support inboxes.
Without a signed handover and a clear support boundary, clients treat your team as free ongoing support — because nothing was ever agreed in writing.
Hosting logins in LastPass, CMS details in email, domain access in a shared sheet. Auditing and handover take hours you never budgeted.
What you get
Build your agency's standard handover template once. Every project manager uses the same structure. Consistent quality, every time.
Advanced branding, API access and automation for higher-volume teams. Standardise packs across projects, track completion, and audit delivery.
Every project closes with a signed completion certificate. When a client claims support wasn't covered, you have the signed record.
Practical closeout guidance
List the launched site, agreed deliverables, known limitations and any outstanding items. Link the final design files, brand assets, repositories and other resources the client is entitled to receive.
Document the CMS, hosting, domain registrar, DNS, analytics and email accounts where relevant. State who owns billing and which users have administrative access; avoid leaving personal accounts as accidental long-term owners.
Provide short instructions or a walkthrough for the tasks the client will actually perform: editing content, publishing, reviewing forms, checking analytics and requesting future work.
Separate included bug fixes and questions from new pages, copy, SEO or third-party outages. Ask the client to review the handover and acknowledge what they received, then retain the closeout record and archive.
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One process for every project manager. One handover pack every client respects. Start free, then upgrade when your team needs Agency controls.
Paid trials handled through Stripe. Cancel anytime.