Client Handoff Template – Websites

Description: This is a template you would use when you are handing off a Web Design client 


Client Name:
Project Name:
Date of Handoff:
Project Manager / Lead Designer:
Contact Information:


1. Project Overview

  • Project Summary:
    Briefly describe the project and its key goals.
  • Scope of Work Delivered:
    A summary of the deliverables for each service:
    • Web Design
    • Community Management
    • Graphic Design

2. Website Handoff

Website URL: [Insert URL]
Hosting Details:

  • Hosting Provider: [Insert Hosting Provider Name]
  • Login Credentials:
    • Username: [Insert Username]
    • Password: [Insert Password]
    • Admin URL: [Insert Admin URL]

Content Management System (CMS) Access:

  • CMS Platform: [WordPress, Shopify]
  • Admin Credentials:
    • Username: [Insert Username]
    • Password: [Insert Password]
    • Admin URL: [Insert Admin URL]

Domain Management:

  • Domain Registrar: [Insert Registrar Name]
  • Domain Login Credentials:
    • Username: [Insert Username]
    • Password: [Insert Password]

Final Website Files & Backup:
Provide the client with the website’s final backup (files and database). Include a link to download or instructions for downloading.

SEO Information:

  • SEO Plugins/Settings: [List the SEO plugins or tools used]
  • Google Analytics & Search Console Setup: [Provide login credentials and links to analytics tools]

Website Training:
Provide a link to any training materials (e-commerce site) or offer a scheduled call to walk the client through managing the website (optional).

Training MaterialDescriptionLink to training material
Updating website descriptionBrief description of what it is 

3. Post-Launch Support & Maintenance

Support Period:

  • E- commerce websites 3 month maintenance is offered
  • All other website types maintenance is offered for 30 days

Contact Information for Support:

  • Email: projects@icecreamdigital.co.za
  • Phone: +263 8677 160 376/7
    • +27 41 012 5043
  • Business Hours: 0900 – 1700
    • Saturday 0900 – 1300

Ongoing Maintenance Options:
Provide information on optional ongoing maintenance, website updates, or retainer services (e.g., content updates, security patches, regular reports).

Client Options: 

  • untickedContent updates 
  • untickedSecurity patches
  • untickedOther 

——————


4. Final Checklist & Sign-Off

Final Client Review:

  • Confirm that the client has received and reviewed all deliverables.
  • Verify that the client is satisfied with the completed work and all outstanding items have been addressed.
DeliverableSign off datePerson responsibleCompleted? Y/N
Website URL
Hosting Provider Name, Username and password, Admin URL 
CMS Platform name, Admin url, username and password
Domain Registrar, Username and Password
Website backup files 
SEO Plugins and settings
Google Analytics & Search Console Setup

Responsible Person Acknowledgment:
By signing below, the responsible person acknowledges that all deliverables have been provided, and the project has been successfully completed.

DateEmail sent toEmail sent byResponsible person sign-off
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