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	PDF	✅

Core Rules

1. Documentation before handoff — Nothing verbal-only
2. Training session required — Screen-recorded minimum
3. Client sets all passwords — Never store client passwords
4. 30-day support included — Post-launch bug fixes
5. Analytics access = Admin — Client owns their data
6. 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