client-handoff
Project handover process for lead generation websites. Documentation, training, credentials, maintenance. Use when project complete.
When & Why to Use This Skill
This Claude skill provides a comprehensive, standardized framework for the professional handover of lead generation websites. It solves the common problem of messy project transitions by automating the creation of handoff packages, ensuring all documentation, training, and administrative access transfers are completed systematically to protect both the developer and the client.
Use Cases
- Case 1: Finalizing a lead generation website project to ensure the client receives full ownership of GA4, Search Console, and hosting credentials without the developer retaining sensitive passwords.
- Case 2: Standardizing the agency delivery process by using the built-in checklists to verify that site testing, documentation, and training recordings are completed before the final invoice.
- Case 3: Establishing clear post-launch boundaries by formalizing a 30-day support period and a signed maintenance agreement to prevent scope creep.
- Case 4: Improving client satisfaction and self-sufficiency through structured training sessions and recorded walkthroughs of form submissions and analytics dashboards.
| name | client-handoff |
|---|---|
| description | Project handover process for lead generation websites. Documentation, training, credentials, maintenance. Use when project complete. |
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