White-Label Delivery Handoff (Handoff)

White-Label Delivery Handoff (Handoff)

1. 01

   Confirm the client's final site ownership and hosting arrangement before any transfer

   Clarify whether the agency retains a management retainer or the client takes full control. This determines whether you hand over admin credentials or set up a restricted client portal.

2. 02

   Export all client assets, including custom code, media libraries, and form submissions

   Use the platform's export or backup tools to create a complete archive. For WordPress-based platforms like WPMU DEV or InstaWP, include database dumps and plugin lists so the site can be rebuilt elsewhere if needed.

3. 03

   Document every integration and third-party service with credentials and renewal dates

   List connected services such as analytics, CRM, email marketing, and payment gateways. Note which are billed through the agency and which the client must take over to avoid service interruptions.

4. 04

   Record all customizations and template modifications in a handoff document

   Describe changes made to the base template, any custom CSS or scripts, and how content is structured. This helps the client or a new agency maintain the site without reverse-engineering your work.

5. 05

   Provide a plain-language training video or guide for common content updates

   Show the client how to edit text, swap images, and publish blog posts in the builder. Tools like Weblium and Sitejet offer intuitive editors, but a tailored walkthrough reduces support tickets.

6. 06

   Set up a post-handoff support window with defined response times and scope

   Offer 30 days of bug-fix support, excluding new features or content changes. Clearly state what is covered so the client knows when the retainer or project warranty ends.

7. 07

   Revoke agency access after the support window closes unless a management retainer is active

   Remove developer accounts and API keys from the platform and any connected services. Leaving stale access creates a security risk for the client and a liability for your agency.