No consistent closeout process.
One PM sends a Google Doc, another sends a Notion page, one sends nothing. Your clients get a different experience every time, and so do your support inboxes.
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A website handover is more than a folder of links. Give the client the final deliverables, operating instructions, selected access and a clear record of what was accepted.
Northstar website launch
Example closeout · audience-specific structure
Client next step
Send the client-ready pack
The client sees the handover context, not the owner’s internal workspace.
The product story changes with the audience, but the closeout record stays clear.
One PM sends a Google Doc, another sends a Notion page, one sends nothing. Your clients get a different experience every time, and so do your support inboxes.
Without a signed handover and a clear support boundary, clients treat your team as free ongoing support because nothing was ever agreed in writing.
Hosting logins in LastPass, CMS details in email, domain access in a shared sheet. Auditing and handover take hours you never budgeted.
One pack, with the right proof inside
Project handover
A clear finish for owner and client.
Website launch
Everything the client needs after delivery.
Selected resource
Setup guide
A clear next step for the client, kept beside the rest of the accepted handover.
Included in packClient review
A clear finish for owner and client.
A useful handover explains the work in the order the client needs it.
List the launched site, agreed deliverables, known limitations and any outstanding items. Link the final design files, brand assets, repositories and other resources the client is entitled to receive.
Document the CMS, hosting, domain registrar, DNS, analytics and email accounts where relevant. State who owns billing and which users have administrative access; avoid leaving personal accounts as accidental long-term owners.
Provide short instructions or a walkthrough for the tasks the client will actually perform: editing content, publishing, reviewing forms, checking analytics and requesting future work.
Separate included bug fixes and questions from new pages, copy, SEO or third-party outages. Ask the client to review the handover and acknowledge what they received, then retain the closeout record and archive.
Project handover
Closeout record · v3.2
Owner prepares with context. Build your agency's standard handover template once. Every project manager uses the same structure. Consistent quality, every time.
A clear finish for the client.
Review what was delivered before acknowledgement.
Client receives a clear next step. Every project closes with a signed completion certificate. When a client claims support wasn't covered, you have the signed record.
One process for every project manager. One handover pack every client respects. Start free, then upgrade when your team needs Agency controls.
Assemble
Gather deliverables, access, resources and responsibilities into one working pack.
Deliver
Send one focused client experience instead of another folder of links.
Review
Let the client check what changed, what is included and what remains open.
Accept
Capture acknowledgement against the exact handover version that was reviewed.
Record
Keep the accepted closeout useful for future support and ownership questions.
Give the final step the same care as the work that got you there.
Free plan · no card requiredCloseout record Deliver the pack, acknowledgement and evidence in one place.
Project handover
A clear finish for owner and client.
Client clarity Make the last step understandable without exposing your internal stack.
Client review
A clear finish for owner and client.