Use this when
A milestone or project is ready for final client review, transfer, training, or closure.
01
Delivery inventory
List what is being transferred, where it lives, and which version is final.
- Deliverables and file locations
- Production, source, editable, and export formats included
- Known limitations, exclusions, and outstanding items
02
Access and ownership
Move assets into client-controlled accounts where agreed and remove unnecessary freelancer access after verification.
- Domains, hosting, repositories, analytics, design files, and vendor accounts
- Named owner and recovery contact for every transferred system
- Credential rotation and access-removal confirmation
03
Documentation and enablement
Give the client enough context to operate the delivered work without relying on memory.
- Operating, publishing, backup, and rollback instructions
- Training session, recording, or walkthrough
- Third-party licences, renewals, and support contacts
04
Acceptance and closure
Capture the client decision and close the financial and evidence records together.
- Acceptance criteria and client confirmation
- Final invoice, due date, and payment status
- Warranty or support window and out-of-scope follow-on work
- Final evidence package and retrospective notes
Adaptable sample language
Final delivery: [deliverables and permanent locations]
Client-controlled access verified by: [name and date]
Acceptance requested by: [date and method]
Post-handover support included until: [date and defined boundary]
Check before using
- Do not send long-lived secrets inside the handover document.
- Confirm backups before removing access or deleting working files.
- Separate included support from new change requests.
Continue the workflow