aibot88 Client Handoff Skill
Purpose
Produces handoff package for completed lead generation website. Documentation + training + access transfer.
Scope
| ✅ Supported | ❌ Out of Scope |
|---|---|
| Lead gen sites | E-commerce/webshops |
| Static Astro sites | CMS with multi-editor |
| Single client | Agency white-label |
| Cloudflare Pages | Custom hosting |
Skill Output
This skill produces:
| Artefact | Format | Required |
|---|---|---|
| Site Documentation | PDF/Notion | ✅ |
| Credentials Document | Secure doc | ✅ |
| Training Recording | Loom video | ✅ |
| Analytics Access | GA4 Admin invite | ✅ |
| Maintenance Agreement | ✅ |
Core Rules
- Documentation before handoff — Nothing verbal-only
- Training session required — Screen-recorded minimum
- Client sets all passwords — Never store client passwords
- 30-day support included — Post-launch bug fixes
- Analytics access = Admin — Client owns their data
- Search Console = Owner — Full control to client
Blocking Conditions (STOP)
Handoff BLOCKED if any:
| Condition | Check |
|---|---|
| Site not approved | Written client approval |
| Documentation missing | All 5 artefacts ready |
| Training not done | Recording exists |
| Analytics not shared | Client has Admin |
| Search Console not shared | Client has Owner |
| No maintenance terms | Agreement signed |
If blocked → FIX first, do not handoff.
Credentials Responsibility
| Item | Who Sets Password | Who Stores |
|---|---|---|
| Cloudflare | Client | Client |
| Domain registrar | Client | Client |
| GA4 | Google account | Client |
| Search Console | Google account | Client |
| CookieYes | Client | Client |
Rule: Developer NEVER stores client passwords. Client sets own passwords during handoff.
Checklists
Before Handoff Meeting
- Site fully tested and approved
- All content finalized
- Analytics confirmed working
- Documentation prepared
- Training agenda ready
- Loom/recording ready
During Meeting
- Walk through site live
- Test form submission together
- Show analytics dashboard
- Explain maintenance terms
- Record entire session
- Client sets their passwords
After Meeting (Same Day)
- Send documentation package
- Share recording link
- Add client to GA4 (Admin)
- Add client to Search Console (Owner)
- Send final invoice
- Schedule 30-day check-in
Training Session
Duration: 30-45 minutes
Format: Video call + screen share + recording
| Topic | Time | Covers |
|---|---|---|
| Site tour | 5 min | Live site, mobile, key pages |
| Forms | 5 min | Test submit, where leads go |
| Analytics | 10 min | GA4 dashboard, key metrics |
| Search Console | 5 min | Indexing, common issues |
| Content updates | 5 min | How to request, what's included |
| Q&A | 10 min | Questions, next steps |
30-Day Support Period
| Included | Not Included |
|---|---|
| Bug fixes | New features |
| Form issues | Design changes |
| Analytics setup fixes | Content writing |
| Broken links | SEO campaigns |
After 30 days → Maintenance agreement terms apply.
Forbidden
- ❌ Verbal-only handoff
- ❌ No documentation
- ❌ Storing client passwords
- ❌ Locking client out of accounts
- ❌ Unclear maintenance terms
- ❌ No training recording
- ❌ Handoff with blocking conditions
References
- documentation-template.md — Site docs template
- credentials-template.md — Access doc template
- maintenance-template.md — Agreement template
- email-templates.md — Handoff emails
Definition of Done
- All 5 artefacts delivered
- Training recorded and shared
- Client has GA4 Admin access
- Client has Search Console Owner
- Client set own passwords
- Maintenance agreement signed
- 30-day check-in scheduled