Client App Handoff and Maintenance Brief (Handoff)
A handoff with 7 steps: Confirm the client's app store credentials and ownership transfer terms.
By InnovaAI ResearchPublished
What are the steps?
Client App Handoff and Maintenance Brief (Handoff)
- 01
Confirm the client's app store credentials and ownership transfer terms
Before handoff, verify whether the agency or the client holds the Apple App Store and Google Play accounts. For white-label platforms like BuildFire or GoodBarber, confirm the reseller agreement allows transferring app ownership to the client.
- 02
Document all platform-specific settings and customizations
Create a configuration sheet listing the app's theme, plugins, extensions, and any custom code. Include the exact versions of the builder platform and any third-party integrations, so the client or a future agency can replicate the setup.
- 03
Provide a plain-language maintenance guide for the client
Write a non-technical document explaining how to update content, manage push notifications, and handle basic troubleshooting. For example, with Adalo, show how to edit database fields; with MobiLoud, explain that content changes are made on the website and sync automatically.
- 04
Schedule a walkthrough session with the client's team
Book a 60-minute screen-share call to demonstrate the admin panel, content management, and analytics. Record the session and share the video for future reference.
- 05
Define a support and maintenance retainer scope
Clarify what ongoing services the agency will provide, such as monthly content updates, bug fixes, or OS compatibility patches. Specify response times and whether the retainer covers app store submission fees.
- 06
Set up a handoff checklist with sign-off from both parties
List all deliverables (source files, credentials, documentation) and have the client confirm receipt. This protects the agency from liability and ensures the client knows what they are responsible for.
- 07
Transfer analytics and reporting access to the client
Grant the client access to the app's analytics dashboard and any third-party tools like Firebase or Mixpanel. Provide a short report summarizing key metrics and benchmarks from the first month of launch.