Plan for the question after launch.
A website goes live, the final invoice goes out, and the project feels finished. Weeks later, your client needs an asset, a password or a small fix. A good handover makes that moment easier for both of you.
Share the useful context.
Keep the final documents attached to the client relationship. Record the assets you manage and the credentials that belong to them. Use the client portal to share the information your client needs, with access you control.
- The latest approved content and documents
- The project information you choose to share
- Relevant assets and credentials
- A place for support requests
Keep the conversation with the work.
When a request arrives, its client and project context should already be there. A handover is easier to maintain when it is part of the same workspace you used to deliver the project.
Bring the work together.
Start with one client project