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When you sign off a website
project and you hand it over and

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your part in it is effectively
done, it is such a good feeling.

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Client's happy, you're happy, and most
importantly, if you are a creative

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like me, you're like, "Ugh, that was
a really good, satisfying , brilliant

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project. I never want to see it again."

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It's one of those things
where we've given it our all.

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We've looked at it so much, we can see it
behind our eyelids while they are

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closed, and it's time to move on.

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So today, I am going to help you in
making sure that that transition of

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moving on is such a good one that the
only reason that your clients would

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come back to you are for all the right
reasons, because they want to work with

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you again, because they're recommending
you, not because they're coming back

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saying, "Something's not right about
the website and I need you to fix it."

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all of us can tend to have a bit of
a slightly varying, sign-off process,

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and this episode is going to help you
in really thinking about what you want

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your sign-off process to be, how to
standardize it, and how to kind of

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hit those markers every single time.

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You ready?

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Let's get started.

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Hi, I'm Holly.

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I am the host of Websites Made Simple.

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I am the founder of two
website design companies, This

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Demanding Life and Simply Sites.

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And I am here to help you lovely
website designers and developers in

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having a much happier, much better,
much more cohesive website career.

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So let's get on it.

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The very first thing I recommend is that
you create some form of checklist so

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that you can literally work through it
on what I call as the website pack down.

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we are literally packing
it up to send it away.

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Now, I use Trello for this.

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I've also used ClickUp in the past.

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I work off a MacBook and an iPhone.

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I sometimes use my Notepad app.

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But make sure you have something that
really works for you, that is a checklist

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that you can click and fill in the checks.

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And if you don't know where to start,
or you don't have one, or you think this

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just sounds like the only way I'm going to
get there is trial and error and I don't

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want the errors, then I have my very own
checklist that I will be sharing with you.

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And all you need to do is go to
websitesmadesimple.co.uk/sign-off-checklist

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You can also find the link in the
show notes as well, in the checklist

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you want to have a cookie notice.

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Have you put a cookie
notice on the website?

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Now, obviously there are
some variations here.

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Sometimes I build websites that just
don't have any cookies on them, that

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the client doesn't have any tracking
connected to it or anything like that,

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so the website can go live without it.

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But there's no point investing in a
website if you're not gonna do at least

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a small amount of SEO, and part of that
SEO would be hooking that website up to

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analytics or a Google My Business profile.

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And whether that gets done on your watch
or whether it gets done after you've

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signed off the website, having a cookies
notice, the GDPR compliant one that links

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to your privacy policy is going to make
a really big difference here as well.

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So do use a cookies plugin.

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There are loads of free ones.

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You don't necessarily have to
go for one of the paid for ones,

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but do make sure you've got a
cookies notice on the website.

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Next thing is have you done
a PageSpeed Insights report?

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And if you haven't, just
Google PageSpeed Insights and

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Google's own tools will come up.

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You can also look at Pingdom.

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You can also look at LightSpeed.

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But I just prefer using Google's
one because, you know, it's

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Google that we're really trying
to impress with these websites.

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So go with that.

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So go to PageSpeed Insights, pop
in the URL, wait for it to run the

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report, and see what the report says.

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I like to, first of all, check that
everything is as it should be, that

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the accessibility is 100, that the SEO
structure is 100, that best practices

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is 100, and that the page speeds are

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in the high 90s as well.

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And I also just like to go through that
report and just see if there's anything

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there that might need correcting or that
I could just pay a tiny bit of attention

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to before I send the website live.

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Once that's all done, I might
rerun the report if I'm going to

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do a little bit more work to it.

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I screenshot those results, and
those results also say the time

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and date that the report was run.

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And I like to keep a record of these,
A, because it gives me something that

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I can, you know, show clients these
are the results I get from my website.

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B, I put it in the website manuals
that I give to the clients.

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They have individual personalized website
manuals that tell them how to work their

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website once we've signed off the website.

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And I like to put those scores in
there as well so that they know I've

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done a great job on their website.

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And C, sometimes you get other people
who will come in and work on the website

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afterwards, like an SEO specialist or
someone else who will try and convince

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the website owner that you haven't
done the job properly or whatever

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else, and it gives me something there
to say, "This was the result of your

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website on the day it went live."

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And it also means that if anyone
else mucks up the website you've

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still got that record as well.

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So if you haven't been creating
these free reports on PageSpeed

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Insights, do start doing that.

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Add it to your checklist as
well. Something I have forgotten

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on more than one occasion.

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Now, in my defense, I will say that I have
built hundreds of websites over the years.

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You're gonna like this one.

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Make sure you've created an admin
account for the website owner.

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a few times I've sent the website
live and sent up the user manual and

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like, "Oh, there you go." And they're
like, "That's lovely, Holly, but,

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um, how do I access the website?"

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So don't expect them to know how to
log into the website or anything else.

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I also recently updated my website manuals
as well to include this information in

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the manual, how to log into the website.

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If you do not have a website manual
for your clients, A, you're missing

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a trick because they can always
you know, when, if they come back

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to you saying, "How do I do this?

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How do I do that?" You can say,
"Go and look at the manual.

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It's in there." And B, it just
means you don't get caught in

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the weeds of all of that stuff.

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But if you haven't created a manual
for them before, contact me at

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hello@websitesmadesimple.co.uk, and I
will share with you the template I use

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for my website manuals as well, because
it's just such a good thing to create

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for the client, and it leaves a really
good impression with them as well.

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So make sure they have an admin account.

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Make sure they know how and where to
log into that admin account as well

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Next on the checklist, if, um, they
have anything code tracking based that

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needs to go on the website, you need
to do that before you hand it over.

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They are not going to know
how to do it themselves.

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They are website owners, not
website designers or developers.

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So we are talking about if they have
Google Analytics that need hooking up,

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whether they've got Google container
tags, whether you have scripts running

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for mailing software, whether you
have pixels for things like Meta

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or running ads, anything like that,
you need to make sure that's done

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before the website goes live as well.

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And when you are putting this in
there as well, it's double the reason

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to check the cookies policy as well.

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If you are using the Site Kit plugin from
Google which often considering Google

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likes to have fast websites, the Site Kit
plugin can be the one that actually slows

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down websites, but it doesn't slow it
down enough for it to not be worth using.

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So do bear that in mind.

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They also have on the Site Kit plugin the
option that it can't run any cookies until

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someone's clicked on the cookie banner to
say that they're happy with that as well.

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So just configure it how you
want to configure it as well.

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is there.

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Another thing I would say is test the
website on an incognito browser and just

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make sure that everything is running
exactly as it is because, you know,

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we all have experience of it caching,
and it showing us one thing where we

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have it open on all the different tabs
for all the different pages where we've

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been working, working, working on it.

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And it's showing the
client something else.

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So really do make sure you've checked
it out on an incognito browser.

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Make sure you've also
checked it on mobile view.

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Make sure that you have also
done everything for mobile view.

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It can be really right at the end
like we think, "Oh, can't I just

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leave this to the theme?" No,
we can't leave it to the theme.

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And your clients will check
it on a mobile view as well.

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And the last thing you want is just that
back-and-forth ping-ponging with clients.

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You want to have this
really clean ending to it.

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And I can tell you, I've had a really
recent experience with a client where

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it's gone back and forth, back and
forth at the sign-off stage because

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the client decided that she didn't
want to work any of the school

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holidays, so she delayed the sign-off.

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Then she signed it off, and then she
came back 'cause she hadn't looked at the

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mobile version, and it went back, forth,
back, forth, and neither of us had a

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really good experience right at the end.

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And it's … it can be hard when clients
suddenly prioritize something else like

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a school holiday or something like that.

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So having a checklist really helps
out here because you can just check it

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along, and you know where you're at.

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And so if you are picking something
up and putting it down a little

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bit, you always know where your
launchpad is for that as well.

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So the final stage in this part
of the checklist is has the

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client signed off on the project?

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Have you checked with them that they
are happy to publish this website?

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Have you checked that they have
checked it on their mobile and

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checked it on a desktop and
that they are happy to publish?

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And you need to use wording around that.

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Are you happy to sign off the
site so we can send it live now?

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Are you happy for me to publish the
website, which will send it live?

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Use terminology that the client
understands, and make sure you have

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that in writing over email, over them
clicking a button, or whatever it is.

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It is a really important
stage of the project.

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For me, I also have my payment terms are
50% deposit and 50% on completion when

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we are ready to send the website live.

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So when I say to them, "Are you
happy to sign this off?" I'm also

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sending the invoice at that point,
so it's a really clear signal of

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this project is wrapping up now.

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So have a think about how you
handle that part of the process.

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So slightly technical stuff now, and
the reason that I've put this after

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the client signing off the project is
because sometimes they stay with us

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for hosting, and that's great because
generally we'll have all of the setup

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done from when we built the site.

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I tend to build on a
temporary domain anyway

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Sorry, I had to pause you 'cause, uh,
Dylan came thundering down the stairs.

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He is the only one I've h- got
home this weekend 'cause he

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was competing this weekend.

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Right, where were we?

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We were on… Oh, uh, the technical thing

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So if you've been hosting the website
on a temporary domain, which is what

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I always recommend people do when they
are building websites, because then

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you don't hand over the website until
it's been paid for, and it can really

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help sort out that sort of payment
terms and everything with the client.

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But if you've hosted it yourself,
you'll have all of your settings there.

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But often, and I particularly find this
with custom-build websites, clients may

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want it hosted on their own hosting.

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And so when they do that, as part
of the project, I consider it to

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be our job to move the website
over to their hosting for them.

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Some people don't, and whatever
your process is, your process is it.

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But let's say that you are moving it for
them, that you're migrating the website.

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So the first thing once it's
migrated is you need to check that

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the website has an SSL certificate.

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And if it doesn't, you need to
support the client in getting one.

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So whether that's doing it through their
provider or however you want to recommend,

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but they need an SSL certificate.

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And then once they have that, have
this as a checkbox on your list,

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make sure that everything is loading

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over HTTPS.

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And it can be just as simple as, you know,
running a script for enforce HTTPS so that

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everything that goes over that connection
is completely secure there as well.

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And that caching plugins, if you're
using one of those, make sure

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that they are loading everything.

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And I can often find if we are using
some third-party software like mailing

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software Kit is a real one for this,
that it doesn't load the forms if

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you have a caching plugin on there.

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It's really annoying.

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Kit really needs to do better with it
because lots of the other ones do work,

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but this one often doesn't, so we need
to fiddle around with that as well.

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It also might be that if you're trying
to load off canvases or slide-ins or

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something like that, you may need to
look at the caching settings as well.

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Again, what will really help you here is
checking the site on an incognito browser

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once you've sent it live and moved it onto
the hosting there as well You want to make

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sure that the email address on the contact
forms is sending to the correct email.

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Don't just put the client's email
in there and hope for the best.

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Do send a test email.

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Do make sure that people are receiving the
emails, because you may need to install

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an SMTP plugin on the website to ensure
that they do get those emails as well.

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And I would also have it back
up to the database as well.

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Most forms will have
this as, um, standard.

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If you're a WordPress developer
and you are still using Contact 7

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forms, oh my goodness, there are
so much better software out there.

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But if you are still using them, there's
a plugin called Flamingo, which will

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save it to the database for you as well.

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But make sure that as well as emailing
forms, that they are there in the

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database as well so that nothing
gets missed as well with that.

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And make sure that with the forms, with
the saving to the database settings,

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that they are all GDPR compliant as well.

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We need to make sure within the practice,
within the privacy policy, that the

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website is supporting the client in how
they are handling their data as well

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So that brings us on to
your own admin process.

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You'll see what I mean by having
this as a title here, and this

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is your final checklist, and this
is a little bit the one for you.

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Have you organized training for the client
so they know how to use their website?

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And again, that could be you might run
an hour-long session on Zoom where you

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record the session and you show them
how to do stuff, or it might be that you

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create a website manual the way I do.

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And what I have with my website
manuals is I have a load of videos in

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there, like video tutorials of how to
change an image, how to update some

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text, how to choose the right titles,
how to do this, that and the other.

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And then I just do a personalized
walkthrough of the person's

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website in an introduction video.

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It's about five minutes long.

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It just shows them where
everything is on the website.

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It shows them what plugins are on
the website, where to find things.

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Um, so it means that I just copy- I use
this template for the website manual.

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I put this five-minute video in there.

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I send it off to the client, and
essentially, my training process is

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very, very quick from my point of view.

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But I will say that it took me years
to perfect this process as well.

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So organize training for
your clients however you do.

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Have that as a check on your checklist.

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Make sure that clients
can log in to the website.

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So I have the website email the client
their admin login link, so they can

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set their own password, so I don't
have anything to do with the passwords.

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Really encourage your client to do it
there and then, so they don't come back

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to you kind of weeks later saying, "Oh,
the link's expired," with that one.

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Make sure finally that they
are happy with everything.

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This is your very last chance to
have this completely signed up.

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And Really importantly, if you are a
WordPress designer or developer, make

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sure they know how to run updates on
their website if you're not handling

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that for them or if they're not having
someone doing the maintenance for them.

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I have a page on my website user
manuals, and it is actually typed.

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So rather than an instruction video,
it says, "Look out for this, run this,

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click this, click that." It is so
important to keep websites secure, and

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clients won't know to do it themselves.

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So really do encourage them that,
A, they know how to do it, and B,

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that they set a schedule, whether
it's weekly or fortnightly, that

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they are running these updates.

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It's really, really important.

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Make sure they also know what happens
next if they want to update the

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website or get in touch with you.

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So, that could be in your terms of service
that you might just want to draw their

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attention to, or a chatty thing at the end
of an email that just says, you know, "I'm

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so, so lovely to have worked with you.

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If you'd like any work done again in
future, look forward to hearing from you.

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It will be considered a new project,
even if it's on the same website."

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And again, that's just kind of quite
a clear clear directive of where

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your work ends with that as well.

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And once they have said, yes, they're
happy, it's all been signed off, ask

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them for a review or recommendation.

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Make it really easy for them to do it.

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I always put a link in the final email,
say, "If you enjoyed working together,

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I'd love if you could give me a review.

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Here's a Google link.

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Here's a link to my LinkedIn
recommendations as well." Because if

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you don't ask, you don't get, and people
might do an announcement and tag you

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in the announcement, but you want that
review sitting on your Google profile

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or your LinkedIn profile or wherever
it is to make sure you've done that.

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Very finally, what is a website
designer's responsibility and what is

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not after the website's been complete.

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So I mentioned earlier in this
show about what happens if someone

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else gets involved in the website
and says, "You've done it wrong."

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And I say, "Well, go to your checklist
on this." So if someone comes and says,

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"I've had an SEO specialist," or someone
like that, "working on the website,

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and there's something you've done
wrong here," it's … The first thing

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I would say is get in touch with me.

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I do crisis calls with web designers all
the time, and I'll be able to tell you

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what is your responsibility to fix and
what is not your responsibility to fix.

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So you could drop in on LinkedIn,
and you can find me there at Holly C.

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Christie, or you can email me at hello
at websites made simple dot co dot

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uk, or go onto the website and you
will see that there's a form there.

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You can even voice note it,
and I will respond to you.

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So I would say if you do end
up in this situation, it can

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be a little bit shocking.

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You think, "Oh my gosh, I did everything
right. I did- I worked to the best

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practices. I worked to what I know."
And sometimes it's just a case of

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we don't know what we don't know.

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And being very collaborative
can really help here.

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So rather than saying, "Well, it's all
signed off and I've done my checklist.

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Here I go," look at
what you can do to help.

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Look at where it would be considered
a new project or whether it's actually

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fixing the existing one as well.

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But having your checklist, this checklist
that I've got, again, you can find

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it at websitesmadesimple.co.uk/sign,
S-I-G-N, hyphen off hyphen checklist,

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and it will make sure that you
are hitting all of those goals.

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That's it for me this week.

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It's been a slightly longer this
week, uh, one this week, but I

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hope it has really helped and is
going to help you going forward.

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And until next time, enjoy
your website business

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I don't know why I said that.

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I don't like hear- saying happy
designing, but I don't know what to do.

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All right, I'm gonna do until next time.

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No, I'm gonna do I'll see you next time.

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Okay

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So I hope you've enjoyed this episode.

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I'd love to hear from you.

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Do let me know about it at
hello@websitesmadesimple.co.uk,

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and I will see you next time.