WEBSITE HANDOFF KIT
Prepared by Chris Peterson | Fork
Published October 22, 2026
Guide: https://fork.site/blog/website-handoff-checklist/

PROJECT
Client:
Site URL:
Handoff date:
Client contact:
Agency contact and backup:

OWNERSHIP WORKSHEET
Domain/DNS owner and renewal contact:
Platform billing owner:
AI editing usage allowance and payer:
Who can invite collaborators:
Who can release a change:
Support channel, availability, and response target:
Recovery operator and approved baseline:
Exit/export arrangements:

EDITING BOUNDARIES
Client can handle:
Business approval required for:
Agency review required for:
Technically enforced restrictions I tested:
Process guidelines that are not technical restrictions:

FIRST EDIT
Task:
Client's role:
Exact content to use:
What should stay unchanged:
How to check desktop and phone:
Relevant form/link/transaction check:
Release path:
If the result is wrong, contact:

CHECKLIST
[ ] Client signs in with their own account.
[ ] Intended role tested, including restricted actions.
[ ] Domain, platform, usage, and support owners named.
[ ] Everyday edits and agency-review work documented.
[ ] Approved baseline and recovery contact recorded.
[ ] Client makes and checks one real edit.
[ ] Phone layout, key links, and relevant forms checked.
[ ] Release process and authority confirmed.
[ ] Guide, example prompt, and support instructions shared.
[ ] Follow-up booked.

EXAMPLE PROMPT
On [page], replace [specific content] with [exact text]. Keep [design,
spacing, images, and links] unchanged. Show me what changed and check it
at phone and desktop widths. Explain any work outside this scope before
continuing. This is a task instruction; verify account permissions separately.

HANDOFF EMAIL TEMPLATE
Subject: Your website handoff and first update

Hi [name],

Your website is ready at [URL]. You can sign in using [instructions].
We walked through [first edit] together. Your guide is here: [link].

You can handle [agreed routine work]. Send [review-required work] to me
at [channel]. Our ongoing service includes [actual services and allowance].

If something looks wrong, stop making changes and send me the page URL,
what you asked to change, and when it happened. [Named operator] handles
recovery. Please do not restore an older version before we check later work.

Our follow-up is [date/time]. I will use that session to review what you
tried, where you hesitated, and what you still needed help with.

Thanks,
[your name]