Run this before you send the final invoice. A clean handoff is what turns a one-time client into a repeat one — and it heads off the “quick question” emails that arrive for months after you’re done.
PROJECT HANDOFF CHECKLIST
Project: [NAME] · Client: [CLIENT NAME] · Date: [DATE]
Deliverables
- All agreed deliverables completed and match the scope: [LIST]
- Final files delivered in the agreed formats: [FORMATS]
- Source/editable files included (or noted as excluded): [WHAT]
- Files organized and clearly named where they live: [LOCATION / LINK]
Access and ownership
- Logins, licenses, and accounts transferred to the client: [LIST]
- Client is the owner/admin on everything they should control
- Any accounts in your name are documented or handed over
- Third-party licenses (fonts, stock, plugins) noted with terms
Documentation
- Short guide or walkthrough for anything they’ll manage themselves
- Passwords shared securely (not in plain email): [METHOD]
- Known limitations or “don’t touch this” notes written down
Wrap-up
- Final walkthrough call done, client confirmed acceptance in writing
- Final invoice sent: [NUMBER, $AMOUNT]
- Testimonial and referral requested
- Support terms after handoff stated: [e.g. 14 days of bug fixes included; further work quoted separately]
- Follow-up date set to check in: [DATE]
This template is a starting point, not legal advice.