WordPress client handoff checklist
WordPress Client Handoff Checklist
A handoff checklist for agencies and freelancers delivering WordPress websites to clients.
Recommendation
Start with the job, then choose the plugin.
A handoff should reduce future support confusion. Give clients access, a short operating guide, and a clear maintenance decision.
Suggested stack
A practical first version
Admin account policyPassword managerLoom walkthroughMaintenance SOPBackup restore noteAnalytics access
Checklist
Before you decide or launch
- 01
Create named user accounts instead of shared admin access.
- 02
Record a walkthrough of editing pages and posts.
- 03
Document forms, emails, backups, and billing owners.
- 04
Confirm domain, DNS, hosting, and plugin license ownership.
- 05
Offer a maintenance plan or clear exit instructions.
Alternatives
When not to use the default choice
- Use a client portal for larger agencies.
- Use a one-page PDF for small brochure sites.
- Use role-limited editor accounts when the client should not manage plugins.
Common mistakes
What to avoid
- Handing over only a login.
- Leaving licenses tied to the agency without terms.
- Skipping restore instructions.
- Giving full admin rights to every client user.