White-Label Course Handoff (Handoff)
A handoff with 7 steps: Confirm the client's hosting and branding requirements before any content is migrated.
By InnovaAI ResearchPublished
What are the steps?
White-Label Course Handoff (Handoff)
- 01
Confirm the client's hosting and branding requirements before any content is migrated
Clarify whether the course will live on the client's own LMS or on a white-label platform like Graphy, and verify which logos, colors, and domain names must be applied.
- 02
Package all source files, including SCORM packages, videos, and quizzes, into a structured handoff folder
Organize assets by module and include a manifest that lists file names, versions, and any dependencies, so the client's team can verify completeness at a glance.
- 03
Document the platform-specific settings, such as payment gateways, access controls, and email notifications
Provide a configuration sheet that details how the course is set up in the chosen platform, whether it's Thinkific, Teachable, or another system, so the client can replicate or adjust settings independently.
- 04
Transfer administrative access and ownership credentials through a secure channel
Use a password manager or encrypted handoff tool to share login details, and revoke your own access only after the client confirms they can log in and manage the course.
- 05
Run a joint walkthrough of the live course with the client, testing enrollment, payment, and content delivery
Schedule a screen-share session where you both enroll a test user, complete a purchase, and verify that all modules, quizzes, and certificates function as expected.
- 06
Provide a one-page maintenance guide covering common updates, such as changing pricing or adding new lessons
Include step-by-step instructions for routine tasks, and note any platform limitations, like the need to rebuild SCORM packages in iSpring Suite if slides change.
- 07
Schedule a 30-day follow-up to review analytics and address any post-launch issues
Set a calendar reminder to check enrollment numbers, completion rates, and support tickets, and offer a paid retainer for ongoing updates or optimizations.