A proper handoff checklist for a web project
Concierge Web Design5 min read
"You own everything" is a nice line until it's time to change agencies and you can't log into your own domain registrar. Here's the list we hand clients at the end of every project — and what to insist on from anyone else you hire.
Credentials
- Domain registrar login (ideally in your own name)
- DNS provider login (if different)
- Hosting account login
- WordPress / CMS admin account
- Analytics, Search Console, and any third-party service accounts
Files and code
- Git repository transferred to your account
- Design source files (Figma, Sketch, etc.)
- Final copy document (Google Doc or Word)
- A short docs file explaining how to update common things
The 'cut ties cleanly' test
The simplest test: if you fired your current provider tomorrow, could you hand everything over to a new one in an afternoon? If not, ask why.