WEBSITE HANDOFF CHECKLIST
David Martin Design | October 6, 2026

Business: __________  Website: __________
Outgoing contact: __________  Incoming contact: __________
Cutover date: __________  Rollback owner: __________

Do not store passwords in this document. Use account invitations or secure sharing.

[ ] Confirm business ownership and recovery access for domain and hosting.
[ ] Record domain, hosting, license, and email renewal dates.
[ ] Export current DNS records; identify MX, SPF, DKIM, and DMARC records.
[ ] Arrange individual WordPress administrator and hosting access.
[ ] Back up files and database; verify that the backup can be restored.
[ ] Document plugin, theme, font, and image license transfer requirements.
[ ] Preserve access to the existing analytics and Search Console properties.
[ ] Review staging, redirects, HTTPS, forms, and mobile pages.
[ ] Agree on cutover timing, rollback conditions, and the responsible person.
[ ] Verify email delivery, forms, checkout where relevant, and analytics after cutover.
[ ] Remove obsolete access only after acceptance.
[ ] Cancel old services only after checking website and email dependencies.

Guide: https://davidmartindesign.com/?p=4308
Help: https://davidmartindesign.com/contact/