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Protect your business, set clear boundaries, and leave every client on a high note.
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The Missing Step in Most Web Design Projects
Finishing a website build isn’t just about hitting “publish.”
It’s about making sure your client knows what happens next — who owns what, how to keep things running smoothly, and where your responsibility ends.
That’s exactly what the Website Off-Boarding Documents are for.
They give you a clear, professional way to wrap up projects and hand everything over without confusion or awkward follow-ups.
These templates are designed specifically for web designers and freelancers who want to protect their work, stay organised, and leave every client on a positive note.
What’s Included
You’ll receive two ready-to-use Word documents, both written in plain, easy-to-understand English:
1. Website Project Off-Boarding Document (End of Project)
Use this when a website project is complete, and you’re handing everything over to the client.
It includes:
- A checklist of what to deliver (files, backups, and logins)
- Clear guidance on plugin and software licences
- A simple section offering the client a choice — take ownership or let you manage it under your care plan
- Signature lines to confirm that the handover is complete.
2. Client Off-Boarding (End of Service)
Use this when a client is moving away from your ongoing service — such as hosting, care, or maintenance.
It helps you:
- Transfer control of accounts securely
- Remove your admin or FTP access
- Explain which licences need replacing
- Close the relationship on a professional, positive note.
FAQ
A: You can use them exactly as they are, or add your business name and contact details if you want them to look more branded. Everything’s written in clear English, so you won’t need to edit the wording heavily.
A: No problem — the documents explain it in simple terms. They’ll understand what they need to purchase and why it matters.
A: Yes! The “End of Project” document includes a section introducing your care plan as a way for clients to let you handle everything — updates, backups, and licences — without stress.
A: Yes, they serve two different purposes. One is for handing over a completed project, and the other is for when a client ends your ongoing service. Together they cover every possible scenario.
A: You’re welcome to recommend them, but please send them the link to this page so they can download their own copies — that way they’ll always get the most up-to-date version.
A: No — they complement your existing contracts. These documents focus on handover clarity and project completion, not legal obligations.