Agencies typically do complicated technological work for clients who don’t know much about technology. This is one of the main reasons why agencies have a hard time finishing a website (project) and giving it to their clients.
Why is it so important to do the handoff of a website correctly?
One of the most crucial parts of every project is the handover procedure. Websites are no different.
Here are some of the most crucial reasons why it’s very necessary to pass off a website or project correctly:
Make your client happy
If you own a digital firm, you know that effective communication is key from the start of the website creation process until the delivery of the website. No matter what you and your client talked about during your work together, the completion of your web project is usually what will stick in their minds the most.
This is why you need to do everything you can to leave a good last impression when you give the website to your client. If you make a mistake, you could lose your client and all the effort you’ve done so far.
Don’t get headaches in the future
If you have a good website handover process, you can easily share technical and practical information with your client. Of course, this will help your client feel more at ease, but it can also cut down on the chances of future problems by a huge amount. If you provide people with the appropriate information, you won’t have to deal with phone calls that go on and on with the same queries.
Take care of your time (and your team’s) well.
A seamless and quick website handover will happen if the process is well-organized. You may go on to the next project with confidence now that your customers are happy and all of their questions have been answered.
It will take a lot longer and be a lot harder than it has to be if you don’t do a good job of handing over your website. You will be frustrated and stuck in numerous chats, which will hurt your relationship with your client.
To better manage and allocate your time, think about adopting time tracking tools like Controlio, Clockify, TMetric, or Time Doctor.
Best Ways to Hand Off a Website
You may follow a lot of best practices to make the process of handing over the website go as smoothly and effectively as feasible.
Let’s take a deeper look at seven of the greatest ways to do things:
1. At the start of your project, write down how the hand-off will work.
Your client shouldn’t be surprised by the shape and nature of your final handover process. They should be ready because it’s very important to explain the method at the beginning of your work together. Include it in your web design proposal instead. Use the right project management software to plan your website project and communicate its overview with everyone who is involved in it to make sure you do this well.
2. Be patient and get ready for questions.
When you give your client the website, they will probably have a lot of questions for you. They could ask you about anything from hosting to SEO to the small details of your design and development choices.
During this procedure, it’s crucial that you be calm and helpful. Some clients will be harder to please than others. It can be good to provide them with a questionnaire to fill out.
3. Take advantage of this chance to sell more
Digital companies can use the handover process to naturally upsell certain extra services to their clients. Make sure you don’t add too many features. Focus on giving away free services.
You might want to gently ask your agency if they offer any more services during the handover period, such as connecting to marketing platforms, putting up marketing automation sequences, or SEO knowledge.
4. Create a process that can be used again and again
Every time you execute a website handoff, you can learn something new and improve your overall handoff process. You will eventually come up with a faster, easier, and more impressive handover process for your clients if you learn from each experience and use that knowledge.
5. Make a lot of templates for documents
You should include different important documents in your offboarding packet for your client. This will contain stuff like:
- Information about logging in
- DNS Records and Certificates
- Outlines of directories
Making beautiful templates that are quick and easy to change might make your life a lot easier. This will give your clients more value and is a terrific chance to sell your business. Your client will use those papers for many years to come.
6. Set a time for maintenance
After the handover process is over, some digital agencies get a lot of questions. After all, it’s only normal for your client to desire the finest experience possible.
7. Give training (and tools)
If you’ve made a website that is quite complicated, it’s crucial that you give your client the right training. This will amaze your clients, help them get the most out of their website, and make it less likely that they will ask you annoying questions.