Client Handoff Skill
Purpose
Produces handoff package for completed lead generation website. Documentation + training + access transfer.
Scope
| ✅ Supported | ❌ Out of Scope |
|---|---|
| Lead gen sites | E-commerce/webshops |
| Static Astro sites | CMS with multi-editor |
| Single client | Agency white-label |
| Cloudflare Pages | Custom hosting |
Skill Output
This skill produces:
| Artefact | Format | Required |
|---|---|---|
| Site Documentation | PDF/Notion | ✅ |
| Credentials Document | Secure doc | ✅ |
| Training Recording | Loom video | ✅ |
| Analytics Access | GA4 Admin invite | ✅ |
| Maintenance Agreement | ✅ |
Core Rules
- •Documentation before handoff — Nothing verbal-only
- •Training session required — Screen-recorded minimum
- •Client sets all passwords — Never store client passwords
- •30-day support included — Post-launch bug fixes
- •Analytics access = Admin — Client owns their data
- •Search Console = Owner — Full control to client
Blocking Conditions (STOP)
Handoff BLOCKED if any:
| Condition | Check |
|---|---|
| Site not approved | Written client approval |
| Documentation missing | All 5 artefacts ready |
| Training not done | Recording exists |
| Analytics not shared | Client has Admin |
| Search Console not shared | Client has Owner |
| No maintenance terms | Agreement signed |
If blocked → FIX first, do not handoff.
Credentials Responsibility
| Item | Who Sets Password | Who Stores |
|---|---|---|
| Cloudflare | Client | Client |
| Domain registrar | Client | Client |
| GA4 | Google account | Client |
| Search Console | Google account | Client |
| CookieYes | Client | Client |
Rule: Developer NEVER stores client passwords. Client sets own passwords during handoff.
Checklists
Before Handoff Meeting
- • Site fully tested and approved
- • All content finalized
- • Analytics confirmed working
- • Documentation prepared
- • Training agenda ready
- • Loom/recording ready
During Meeting
- • Walk through site live
- • Test form submission together
- • Show analytics dashboard
- • Explain maintenance terms
- • Record entire session
- • Client sets their passwords
After Meeting (Same Day)
- • Send documentation package
- • Share recording link
- • Add client to GA4 (Admin)
- • Add client to Search Console (Owner)
- • Send final invoice
- • Schedule 30-day check-in
Training Session
Duration: 30-45 minutes
Format: Video call + screen share + recording
| Topic | Time | Covers |
|---|---|---|
| Site tour | 5 min | Live site, mobile, key pages |
| Forms | 5 min | Test submit, where leads go |
| Analytics | 10 min | GA4 dashboard, key metrics |
| Search Console | 5 min | Indexing, common issues |
| Content updates | 5 min | How to request, what's included |
| Q&A | 10 min | Questions, next steps |
30-Day Support Period
| Included | Not Included |
|---|---|
| Bug fixes | New features |
| Form issues | Design changes |
| Analytics setup fixes | Content writing |
| Broken links | SEO campaigns |
After 30 days → Maintenance agreement terms apply.
Forbidden
- •❌ Verbal-only handoff
- •❌ No documentation
- •❌ Storing client passwords
- •❌ Locking client out of accounts
- •❌ Unclear maintenance terms
- •❌ No training recording
- •❌ Handoff with blocking conditions
References
- •documentation-template.md — Site docs template
- •credentials-template.md — Access doc template
- •maintenance-template.md — Agreement template
- •email-templates.md — Handoff emails
Definition of Done
- • All 5 artefacts delivered
- • Training recorded and shared
- • Client has GA4 Admin access
- • Client has Search Console Owner
- • Client set own passwords
- • Maintenance agreement signed
- • 30-day check-in scheduled