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DiscussAUGUST 23, 2024

A handoff playbook clients actually praise

Launch day should be boring. Our handoff ritual — credentials, training, docs and a support window — is why clients refer us after the invoice.

Monitor on a desk during a client handoff review

Everything in one vault, day one of handoff

Hosting logins, domain registrar, DNS, analytics, store accounts, API keys — inventoried in a shared vault the client owns. No "quick, what's the password" messages six months later. If we disappear tomorrow, you lose nothing.

Training beats documentation (do both anyway)

We record short videos of real tasks — publish a post, add a product, refund an order — then write the two-page cheat sheet to match. Clients watch the videos once and keep the cheat sheet forever. Support questions drop by half compared to docs-only handoffs.

A support window with a real end date

Thirty days of free fixes, stated in writing, with a shared board for reporting issues. The deadline matters: it forces both sides to test seriously in week one instead of discovering problems in month four. Most boards close empty — which is exactly the point.

The takeaway

Handoff is a deliverable, not an afterthought. Vault, videos, cheat sheet, thirty-day window — run this playbook and launch week becomes the calmest week of the project. Ready to start one? Get in touch.

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