Operating ProcedureExecution layer

Breakdance Client Site Handoff (Delivery)

A handoff with 7 steps: Enable Client Mode in Breakdance settings.

By InnovaAI ResearchPublished Updated

What are the steps?

handoff

Breakdance Client Site Handoff (Delivery)

  1. 01

    Enable Client Mode in Breakdance settings

    Navigate to Breakdance > Settings > Client Mode and toggle it on. This restricts client access to editing only, preventing them from altering global styles or breaking layouts.

  2. 02

    Configure the Design Library for client reuse

    In the Breakdance editor, open the Design Library and save your custom sections and popups as reusable templates. This ensures the client can add new pages with consistent branding.

  3. 03

    Set up dynamic data loops for repeatable content

    Use the Dynamic Data feature to connect loops to custom post types or WooCommerce products. This allows the client to update listings without touching the layout.

  4. 04

    Test the multi-step form builder

    Create a test submission through your multi-step form to verify email notifications and database entries. Confirm that the form integrates with the client's CRM or email service.

  5. 05

    Run a performance check on the staging site

    Use Breakdance's performance optimization tools to compress images and enable caching. Verify page speed scores meet the agreed benchmark before going live.

  6. 06

    Document the CMS editing guide

    Write a short guide covering how to edit text, swap images, and publish new pages using Breakdance's visual editor. Include screenshots of the Client Mode interface.

  7. 07

    Transfer ownership and provide training

    Hand over the WordPress admin credentials and schedule a 30-minute walkthrough. Emphasize that the client can self-manage content, reducing your agency's ongoing support load.