Getting Started with Finalizo

Finalizo helps you close client projects properly, with a professional handover pack, encrypted credential delivery, a signed client sign-off, and a clear support boundary. This guide walks you through your first pack from zero.

Step 1: Create your account

Sign up at finalizo.com/signup using Google or a magic link. No credit card is needed for the Free plan. Once you're in, you'll land on the Projects dashboard, your command centre for every active and closed project.

Step 2: Create your first project

Click New Project and fill in:

• Project name: e.g. "Bloom Studio Website"
• Client profile: select an existing client or create a new one inline
• Project type: web design, brand, no-code, or custom

Finalizo creates a private handover workspace for this project.

Step 3: Choose a template

Templates pre-fill the handover with the right sections for your project type. There are templates for WordPress, Webflow, Framer, brand identity, no-code apps, and more. Templates prevent things getting missed, and you can customise every item.

Step 4: Build the pack

Work through the five sections in any order:

1. Details: project summary, launch date, deliverables
2. Checklist items: everything you're handing over, by category
3. Credentials: logins and access details, delivered encrypted
4. Resources: Loom videos, PDFs, docs, training links
5. Support boundary: what's included post-launch and what isn't

The progress bar shows pack completion as you go.

Step 5: Send to your client

Click Send to client. Finalizo emails the client a secure private link. They review everything, and when happy, click Sign off. You're notified instantly, and a timestamped certificate is issued automatically.

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Most users send their first pack within 10 to 15 minutes of signing up. If you need help, email help@finalizo.com.