Once the project has been marked as completed, it is time to begin the handoff process. This should involve an offboarding package, which at the very least will include a document, preferably a well-designed PDF, that includes all of the information the client will need in the future. It’s best to create a document template that you can reuse with all clients.
Of course, you’ll edit and make adjustments as appropriate for each client, but a template will save you a lot of time in the future, and it will also ensure you don’t miss anything. Let’s take a look at each of the items that should be included in your handoff template in detail.
There are usually several different login credentials that should be shared with the site owners.
Some common ones include:
In most cases, all of the site files reside on the client’s server and can be accessed there. However, if accessing the files is difficult, or if there are additional files that you want to share, such as a web design style guide, you may want to consider collating them and sharing them with your client via a file sharing service such as Dropbox.
Hopefully, you’ve already made a plan with your client, well in advance, as to how you’ll handle support in the future. In the best-case scenario, you’ve signed up your client for a maintenance plan. In that case, now would be a good time to remind the client that the maintenance plan will begin shortly, and you’ll reiterate what the costs are, and what services you’ll provide. If you haven’t already discussed this, or you have but the client has rejected the plan, now is a good time to give them one last chance to sign up.
The future with this client is not only about support. There are many post-launch services you could provide, and you may reap many benefits later by keeping in contact with the client.