The handover packet outlives the project. A vague handover triggers months of can you resend the login messages; a clean one earns the referral that pays your next month. This template covers domains, hosting, repos, CMS logins with vault links, third-party accounts and warranty scope, delivered as PDF plus Loom. You leave clients empowered, not stranded.
Why Handover Defines Reputation
Final artifact lives longer than project. Sloppy handover triggers support messages for months. Clean handover delivers independence — the highest compliment.
Template Sections
Cover with project name and dates, domain and DNS table, hosting and server details, repo and deployment notes, CMS logins vault links, third-party accounts, warranty scope.
| Section | Contains | Format |
|---|---|---|
| Domains & DNS | Registrar, expiry, NS | Table |
| Hosting | Provider, IP, plan | Table |
| Repos | GitHub URL, branch, deploy | Table |
| Credentials | Vault links (expiring) | Links |
Delivery Format
PDF plus Loom walkthrough plus vault share with 30-day expiry. Store copy in project archive linked to client. Table shows handover packet checklist.
Transfer Steps
Change domain admin email to client, transfer registrar if needed, move billing to client card, confirm client can login independently. Test login with client on call.
From Handover to Referral
Ask for testimonial and referral intro after successful handover. Link process to client offboarding revoke access for combined exit system.
Keep Reading
- How to organize your freelance business
- Client management for freelancers
- How freelancers should track income and expenses
Frequently Asked Questions
How do I choose the right system for this topic?
Start with one template and one weekly ritual. Measure for 30 days — if it saves 2 hours weekly, keep it; if not, simplify.
Can I do this with free tools?
You can start free with Sheets and Notion, but linking clients to invoices and vault soon needs a connected OS like RunoSO to avoid duplicate work.
How does RunoSO help here?
RunoSO links clients, projects, invoices, vault and digital assets in one place with GST-ready invoicing and AES-256 vault — see https://www.runoso.in/features.
