The handoff is what turns a launch into a working relationship. Done right, the client knows exactly how to request changes, everyone knows who owns what, and your inbox stops being the ticketing system.
15 items
01
Wire up the working relationship
02
Inventory credentials and ownership
03
Train the client, the part that prevents support debt
04
Set the reporting rhythm
05
Close it out
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Where this comes from: this is a public version of the operating procedure Agency Label’s fulfillment team runs when delivering the Clients & Portal for agencies, white-labeled. Use it freely; a credit link is appreciated, never required.
The portal makes the handoff a login, not a lecture.
On Agency Label, clients get a branded portal where requests, status, and reports already live. Onboarding becomes "here is your login."