Client Handoff Guide
Last updated: March 19, 20264 min readIntermediateAgency
When a client transitions to self-management or switches agencies, follow this guide to ensure a smooth handoff.
Handoff Process
1
Export client data
Download consent records, scan results, and configuration as a backup.
2
Document configuration
Note all widget settings, integrations, and routing rules.
3
Transfer ownership
Remove the client from your agency account and provide access credentials.
4
Verify continuity
Confirm the client's widget continues working after the handoff.
Handoff Checklist
- Consent records exported
- Widget configuration documented
- API keys rotated
- Integrations tested independently
- Client trained on dashboard
- Support contacts provided
Create a handoff document for each client that includes widget configuration, integration details, and known issues.
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