Client Handoff Skill Skill

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

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

Agent Skills: Client Handoff Skill

Install this agent skill to your local

Skill Files