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Client Handover Checklist

Behind The

Behind The

Frame

Frame

The exact process from the Castlemaine Art Museum project. 18 steps across three phases. Some items include a 30-second video from Ryan.

Client Handover Checklist

Client Handover Checklist

Watch Ep 4 to see this list in action

01 — Before You Hand Off

Make two backups - not one

Make two backups - not one

Castlemaine deleted their site twice during this project. Keep two copies in your Framer account. One backup is not a backup.

Remove all unused assets

Remove all unused assets

Go to Assets panel. Delete duplicate logos, test images, and placeholder content you forgot about.

Audit and organise your colour styles

Audit and organise your colour styles

If the client ever needs to change a brand color later, this makes things a lot easier.

Set page titles and meta descriptions

Set page titles and meta descriptions

Site Settings > General. Write for Google, not for you. Client Name - Home, not copy v3.

Lock what the client shouldn't touch

Lock what the client shouldn't touch

Lock down everything you can with element locking. A single wrong click can break the layout.

Test on mobile, tablet, and desktop

Test on mobile, tablet, and desktop

Check every breakpoint on an actual device. The Framer preview lies sometimes.

Check every link works

Check every link works

Click every nav item, CTA, and footer link. A broken link on handoff day is a bad look.

Add alt tags to all images

Add alt tags to all images

Easy to skip during a build crunch. Matters for accessibility and SEO. The client won't catch it.

Run Framer's optimisation check

Run Framer's optimisation check

Catches errors before the client does. Takes 30 seconds. No excuse to skip it.

Label your Frames and CMS fields clearly

Label your Frames and CMS fields clearly

Frame 47 means nothing to a client. Name things so a non-technical person can find them.

Set client expectations before the handoff call

Set client expectations before the handoff call

What's included post-launch and what costs extra. Say it now, not when they ask.

02 — The Handoff

Transfer the project via Framer's Project Transfer

Transfer the project via Framer's Project Transfer

Not a Remix link. The domain stays live during the whole transfer. Takes under two minutes.

Hand over all third-party credentials

Hand over all third-party credentials

Domain registrar, analytics, integrations. Document everything in one place and send it once.

Record a Loom showing live site editing

Record a Loom showing live site editing

Framer's live edit modal lets clients update text and images directly on the live site. Show them this first — it's how 90% of their edits should happen.

Walk the client through the CMS

Walk the client through the CMS

This is where clients spend most of their time and where they cause the most damage if left unguided.

Send the client education kit

Send the client education kit

Short Loom covering: edit text, swap images, add CMS entries. Replaces the 30-minute call you'd otherwise have.

Get sign-off in writing

Get sign-off in writing

Email is fine. Just make sure there's a record. "Happy with everything?" counts.

Send the final invoice

Send the final invoice

Don't wait. Send it the same day. Delaying it makes the conversation harder, not easier.

03 — After Launch

Verify Google is indexing the site

Verify Google is indexing the site

Search Console. Make sure robots.txt isn't blocking crawlers. Obvious, but it gets missed.

Post it - with their permission

Post it - with their permission

You built something good. Tag the client. It helps both of you.

Send the 30-dav check-in email

Send the 30-dav check-in email

One email. "How's the site going? Anything you need?" Most freelancers skip this. It's the easiest referral you'll ever get.

Ask for a testimonial

Ask for a testimonial

At the 30-day mark, not right after launch. By then they've actually seen the site in the real world.

Document what worked for next time

Document what worked for next time

One note, a few bullet points. What went smoothly, what surprised you. Builds your own process over time.

MEET THE CLIENT:
CASTLEMAINE ART MUSEUM

Founded in 1913, the Castlemaine Art Museum has a unique collection of Australian art, First Nations cultural material and historical artefacts reflecting the early history of the region.


Leslie Gurusinghe (Client) reached out to Insert Frame to redesign & rebuild their new website in Framer. This is that story.

Smiling person with glasses and tattoo, seated in an office setting.
Two people smiling and working on laptops at a table with a plant nearby.
Two people smiling and working on laptops at a table with a plant nearby.

MEET THE DESIGN TEAM:
INSERT FRAME

MEET THE
DESIGN TEAM:
INSERT FRAME

Australian-based design company, Insert Frame builds products & educations for Framer. The team worked with Castlemaine Art Museum to build their website in under 30 days - from strategy, design, development & publishing.

Smiling man in a brown jacket standing indoors near a framed piece of art.

RYAN HAYWARD

RYAN HAYWARD

Project Lead

Smiling person with a patterned sweater in a dimly lit office setting.

JOSHua braines-mead

JOSHua braines-mead

Designer, Wonderboy