{"id":1870,"date":"2026-10-17T10:08:25","date_gmt":"2026-10-17T10:08:25","guid":{"rendered":"https:\/\/bugsmash.io\/blog\/?p=1870"},"modified":"2026-10-24T06:58:04","modified_gmt":"2026-10-24T06:58:04","slug":"website-handover-checklist-what-to-give-client-at-launch","status":"publish","type":"post","link":"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/","title":{"rendered":"Website Handover Checklist (Free Template): What to Give a Client at Launch"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A website handover checklist is the list of everything your client needs to own, run and fix their new site without you. At launch, give them five things in writing: account access in their name, a map of how the site is built, backup and security details, a record of what they approved, and a clear support plan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s the quick answer. Below, you&#8217;ll find why handovers go wrong, a free copy-paste template, and a step-by-step plan for the handover meeting itself.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>TL;DR<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Transfer ownership of the domain, hosting and analytics. Don&#8217;t just share your passwords.<\/li>\n\n\n\n<li>Hand over a written record of every approval, not only the files.<\/li>\n\n\n\n<li>Agree on a fixed support window and show the client how to report bugs.<\/li>\n\n\n\n<li>Run a short handover meeting where the client logs in to every account themselves.<\/li>\n<\/ul>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#Why_most_website_handovers_go_wrong\" >Why most website handovers go wrong<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#Your_website_handover_checklist_free_template\" >Your website handover checklist (free template)<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#1_Keys_access_and_ownership\" >1. Keys: access and ownership<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#2_Map_how_the_site_is_built\" >2. Map: how the site is built<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#3_Safety_net_backups_and_security\" >3. Safety net: backups and security<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#4_Record_what_was_approved\" >4. Record: what was approved<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#5_Manual_and_support_life_after_launch\" >5. Manual and support: life after launch<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#How_to_run_the_handover_meeting_step_by_step\" >How to run the handover meeting, step by step<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#Small_extras_clients_remember\" >Small extras clients remember<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#FAQs\" >FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#What_should_a_website_handover_checklist_include\" >What should a website handover checklist include?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#Who_should_own_the_domain_and_hosting\" >Who should own the domain and hosting?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#Should_I_give_the_client_my_admin_login\" >Should I give the client my admin login?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#How_long_should_post-launch_support_last\" >How long should post-launch support last?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#Do_clients_need_an_account_to_report_bugs_after_launch\" >Do clients need an account to report bugs after launch?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_most_website_handovers_go_wrong\"><\/span>Why most website handovers go wrong<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Handovers often go wrong when the <a href=\"https:\/\/bugsmash.io\/agencies\/\">agency<\/a> sees launch as the finish line, while the client sees it as day one. The gaps show up months later. The domain expires because the renewal email went to a former freelancer. Nobody knows the hosting login. A new marketing manager asks who approved the homepage banner, and no one can say.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s a simple way to judge your handover. Call it the <strong>walk-away test<\/strong>: if your team vanished tomorrow, could the client still do these three things?<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep the site online and renewed<\/li>\n\n\n\n<li>Prove what was agreed and signed off<\/li>\n\n\n\n<li>Get a bug reported and fixed<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If any answer is no, the handover isn&#8217;t finished, no matter how good the site looks.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Your_website_handover_checklist_free_template\"><\/span>Your website handover checklist (free template)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Copy the list below into a doc or your project tool. Delete what doesn&#8217;t apply, then fill in the details for each client. It&#8217;s grouped into five bundles so nothing slips through.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Keys_access_and_ownership\"><\/span>1. Keys: access and ownership<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Domain registrar login, renewal date and auto-renew status, all in the client&#8217;s name<\/li>\n\n\n\n<li>Hosting account login, plan details and renewal date<\/li>\n\n\n\n<li>A CMS admin account for the client, not a shared login<\/li>\n\n\n\n<li>DNS settings and who manages them<\/li>\n\n\n\n<li>SSL certificate details and how it renews<\/li>\n\n\n\n<li>Analytics, Search Console and tag manager, with the client as owner<\/li>\n\n\n\n<li>Third-party services: payment gateway, forms, maps, and plugin or theme licenses<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Map_how_the_site_is_built\"><\/span>2. Map: how the site is built<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Page list or sitemap<\/li>\n\n\n\n<li>Theme, page builder and plugin list<\/li>\n\n\n\n<li>Code repository access for custom builds<\/li>\n\n\n\n<li>Font, image and icon licenses<\/li>\n\n\n\n<li>Brand assets: logo files, color codes and source design files<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Safety_net_backups_and_security\"><\/span>3. Safety net: backups and security<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A full backup taken on launch day<\/li>\n\n\n\n<li>Backup schedule, storage location and restore steps<\/li>\n\n\n\n<li>Who updates the core software and plugins, and how often<\/li>\n\n\n\n<li>Security, firewall and uptime monitoring settings<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Record_what_was_approved\"><\/span>4. Record: what was approved<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This bundle is the easiest to overlook. Months later, when someone says &#8220;we never asked for that,&#8221; a clear approval record settles it quickly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you collected feedback in <a href=\"https:\/\/bugsmash.io\/\">BugSmash<\/a>, the record already exists. Comments stay pinned to the exact spot on the <a href=\"https:\/\/bugsmash.io\/website-feedback\/\" target=\"_blank\" rel=\"noopener\">live website<\/a>, you can compare versions, and on the Starter plan and above, the client can mark their approval right on the work. Add the review link to the handover pack.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Final approved version and sign-off date<\/li>\n\n\n\n<li>Open requests moved to a later phase<\/li>\n\n\n\n<li>Launch QA notes: broken links, accessibility and mobile checks (BugSmash&#8217;s built-in AI reviewers can flag the first two before launch)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Manual_and_support_life_after_launch\"><\/span>5. Manual and support: life after launch<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A short how-to guide or screen recordings for common edits<\/li>\n\n\n\n<li>Support terms: warranty window, response times, and what counts as a bug versus new work<\/li>\n\n\n\n<li>How to report a bug, and who to contact<\/li>\n\n\n\n<li>One renewal calendar for the domain, hosting and licenses<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_run_the_handover_meeting_step_by_step\"><\/span>How to run the handover meeting, step by step<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Block out about an hour and follow these steps in order.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Send the pack 48 hours early.<\/strong> The client can read it and come with questions.<\/li>\n\n\n\n<li><strong>Have the client log in live.<\/strong> They sign in to every account during the call. Reset any login that fails right there.<\/li>\n\n\n\n<li><strong>Transfer ownership, don&#8217;t share passwords.<\/strong> Move the domain, analytics and Search Console to the client&#8217;s own accounts. Then cut your access down to what your support agreement needs.<\/li>\n\n\n\n<li><strong>Let them make three common edits.<\/strong> Pick the ones they&#8217;ll do most, such as updating text, swapping an image or publishing a post. Watch, don&#8217;t drive.<\/li>\n\n\n\n<li><strong>Show them how to report a bug.<\/strong> Keep the <a href=\"https:\/\/bugsmash.io\/feedback-widget\/\" target=\"_blank\" rel=\"noopener\">BugSmash feedback widget<\/a> on the site during the support window. The client&#8217;s team can report issues from the page itself, and each report arrives with a screenshot plus browser, OS and screen-size details. No more &#8220;the button is broken&#8221; emails with zero context.<\/li>\n\n\n\n<li><strong>Confirm the support window in writing.<\/strong> Send a short summary the same day, with the end date and upcoming renewal dates.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Small_extras_clients_remember\"><\/span>Small extras clients remember<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add calendar reminders 30 days before the domain and hosting renew.<\/li>\n\n\n\n<li>Book a 30-day check-in call before you leave the handover meeting.<\/li>\n\n\n\n<li>If your developers use AI coding agents, connect BugSmash over <a href=\"https:\/\/bugsmash.io\/mcp\/\" target=\"_blank\" rel=\"noopener\">MCP<\/a>. The agent can read open comments, ship the fix and push a new version back for approval, once write access is turned on for your workspace. MCP is included on the Free plan and above.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"FAQs\"><\/span>FAQs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_should_a_website_handover_checklist_include\"><\/span>What should a website handover checklist include?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Account access in the client&#8217;s name, a record of how the site is built, backup and security details, approval records, and a support plan. The template above covers all five.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Who_should_own_the_domain_and_hosting\"><\/span>Who should own the domain and hosting?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The client. Register both in their name with their email, even if your team manages them day to day. It protects them if you ever part ways.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Should_I_give_the_client_my_admin_login\"><\/span>Should I give the client my admin login?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No. Create a separate admin account for them. Shared logins make it hard to track changes or remove access later.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_long_should_post-launch_support_last\"><\/span>How long should post-launch support last?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">There&#8217;s no fixed rule. A fixed window, such as two to four weeks, keeps expectations clear. Whatever you choose, write down what&#8217;s covered and when it ends.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Do_clients_need_an_account_to_report_bugs_after_launch\"><\/span>Do clients need an account to report bugs after launch?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Not with BugSmash. On public projects, guests can comment and annotate through a shared review link, or report issues through the on-site widget, without signing up. They just add their name.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A website handover isn&#8217;t a zip file and a thank-you email. It&#8217;s the moment your client becomes the real owner of the site. Use the template, run the walk-away test, and keep every approval in one place. If you want feedback, sign-offs and post-launch bug reports in one place, try BugSmash free, then check which plan includes approvals on the <a target=\"_blank\" rel=\"noopener\" href=\"https:\/\/bugsmash.io\/pricing\/\">pricing page<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A website handover checklist is the list of everything your client needs to own, run and fix their new site without you. At launch, give them five things in writing: account access in their name, a map of how the site is built, backup and security details, a record of what they approved, and a [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":1871,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[1],"tags":[38,36,34,39,3],"class_list":["post-1870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-agency-workflow","tag-approval-workflow","tag-client-feedback","tag-feedback-management","tag-website"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Website Handover Checklist: What to Give a Client at Launch<\/title>\n<meta name=\"description\" content=\"Free website handover checklist template: the logins, ownership, backups, approval records and support plan to give a client at launch.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Website Handover Checklist: What to Give a Client at Launch\" \/>\n<meta property=\"og:description\" content=\"Free website handover checklist template: the logins, ownership, backups, approval records and support plan to give a client at launch.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bugsmash.io\/blog\/website-handover-checklist-what-to-give-client-at-launch\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-17T10:08:25+00:00\" \/>\n<meta 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