How to Easily Handover Webflow Projects to Clients with 2024 Updates

Step 1: Prepare the Project for Handover

Before transferring the project to your client, make sure it is polished and ready for use. Start by reviewing all content to ensure that text, images, and other media are accurately placed and free from errors. Test the website on various devices, including desktop, tablet, and mobile, to confirm it looks good across all screen sizes. Use Webflow’s performance tools to analyze loading speeds and optimize images and assets where necessary. Conduct a final quality check to ensure there are no broken links, typos, or design inconsistencies.

Step 2: Create a Comprehensive Documentation

Provide your client with a user manual or document that outlines how to navigate and manage their new site. This should include an overview of the site structure, describing different pages and their content. Offer step-by-step instructions on how to update text and images in the Webflow Designer. Explain how to create new pages or sections, and how to manage the layout. Teach your client how to update SEO metadata, alt texts, and page titles. If using the Webflow CMS, describe how to manage collections and add dynamic content.

Step 3: Conduct a Training Session

A hands-on training session can significantly enhance a client’s understanding of their new website. Schedule a session at a time that suits your client, ideally after they have received the documentation. Use screen sharing through video conferencing tools for real-time assistance, walking them through the Webflow interface live on your screen. Demonstrate practical examples, showing how to make changes, such as editing text and images, adding new pages, or changing settings. Encourage questions to clarify any doubts on the spot.

Step 4: Transfer Project Ownership

Once your client feels comfortable with the website, it’s time to transfer ownership of the Webflow project. Access the project settings in Webflow's dashboard, and navigate to the Members tab. Invite your client by email, selecting the appropriate role, either Admin or Editor, based on their needs. Your client will receive an email to create a Webflow account if they don’t have one already and accept the project invite. Once they accept, change their role to Transfer Ownership in the members list.

Step 5: Provide Ongoing Support

Offer ongoing support to your clients even after handing over the project. Set up a follow-up meeting a week or two after the handover to address any lingering questions or concerns. Discuss maintenance options for updates, backups, or technical support if applicable. Ensure that your client knows how to reach you in case they encounter issues or need assistance in the future.

Conclusion

Handing over a Webflow project should empower your clients to manage their new website confidently. By preparing the project, creating comprehensive documentation, providing training, transferring ownership, and offering ongoing support, you can ensure a smooth transition that sets your clients up for success.