Confirm account ownership
Make a list of the domain, hosting, content management, and third-party service accounts used by the project. Agree who owns each account and who should retain access after delivery.
Make updates understandable
Request guidance for the tasks your team will perform, such as editing services, publishing an article, or changing contact details. Documentation should match your actual responsibilities.
Define maintenance expectations
Discuss software updates, backups, monitoring, and how support requests will be handled. Clarify what is included in the project and what requires an ongoing agreement.
Review important workflows together
Walk through navigation, content updates, inquiries, and any business-critical integrations. Keep an agreed record of remaining issues and how they will be resolved.