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Agency Operations

Website Project Delivery

62%

of agency projects run over scope during delivery

Source: Agency industry surveys

3x

more likely to face disputes without written sign-off

Source: Agency operations research

1 in 4

agency projects have no formal handoff documentation

Source: Industry average

What website delivery actually covers

Pushing a site live is a technical event that takes minutes. Delivering a website to a client is a different thing entirely. It covers everything that has to happen before the domain points to production, during the handover call, and after the client accepts the work: the quality check, the walkthrough, the written sign-off, the credentials document, and the invoice. Miss any of those steps and you are not done.

Most delivery problems are not technical failures. They are process failures. The site works fine, but nobody agreed on what "complete" means. The client expected one more round of feedback. The credentials are in a Slack message from three months ago. The domain renewal happens to be two weeks out and nobody flagged it. A delivery process makes all of this explicit before the project closes, not after.

Delivery breaks into three distinct phases: a pre-launch technical check (agency-side, before the client sees it), a structured walkthrough call (client-facing, building confidence and collecting a formal decision), and a post-launch handoff (credentials, documentation, and closing the project cleanly). Each phase has its own purpose and its own failure mode. Treating all three as "just the launch" is where things go wrong.

The 3 phases of website delivery

PRE-LAUNCH CHECK • Browser + mobile testing • Broken links + 404s • SSL, forms, analytics • Core Web Vitals Agency-side CLIENT WALKTHROUGH • Screen share all pages • Demo mobile view live • Log scope requests • Confirm go-live date Client-facing HANDOFF & SIGN-OFF • Written sign-off received • Credentials + DNS doc • Renewal dates flagged • Final invoice issued Project closed

Phase 1: The pre-launch check

The pre-launch check happens before the client sees the production build. Its purpose is to catch everything that would surface during the walkthrough call and create unnecessary friction. Arriving at a delivery call with broken forms or a missing SSL certificate puts you in a reactive position before you have presented a single page.

Run through the full list on a device you have not been building on. Your development machine, cached in a browser you have had open for weeks, will miss things that a fresh browser or a client's phone will catch immediately.

Pre-launch checklist

  • Test all pages in Chrome, Safari, and Firefox on desktop

    Check for layout breaks, font rendering, and spacing differences

  • Test on iOS Safari and Android Chrome

    Mobile is often where layout problems hide

  • Check every internal link and navigation item

    Broken links on a delivered site are a basic quality failure

  • Verify SSL certificate is active and HTTPS redirects work

    Mixed-content warnings will alarm clients immediately

  • Submit every form and confirm email delivery

    Test the contact form, lead capture, and any integrations

  • Confirm analytics is tracking on all pages

    Verify GA4 or equivalent is firing before the domain goes live

  • Run a Core Web Vitals check via PageSpeed Insights

    Flag any LCP or CLS issues before the client asks about speed

  • Check all images load and have alt text

    Broken images are visible; missing alt text is an accessibility gap

  • Review meta titles and descriptions on every page

    Default or missing meta tags are easy to miss and hard to fix after indexing

  • Confirm 404 page is set up and styled

    Every site gets traffic to non-existent pages eventually

A full interactive checklist, customised by project type (CMS, e-commerce, or standard site), is available at the bottom of this page.

Phase 2: The client walkthrough

The walkthrough call is the delivery moment: this is when the client forms their lasting impression of the work. A disorganised call where feedback from three months ago gets re-raised and the mobile view has never been checked is the fastest way to turn a technically excellent site into a disputed project.

Structure the call before you start screen-sharing. Send a short agenda 24 hours in advance: what you will cover, how long it will take, and what decision you need at the end. Clients who arrive knowing the call ends with a go/no-go decision make faster decisions. Clients who arrive with no agenda treat the call as a review session and generate new feedback.

Walk through every page on desktop first, then switch to mobile immediately, without waiting for the client to ask. Most clients do not think to request a mobile demo and will mention it later via email. Showing mobile proactively closes that loop on the call, where the feedback can be collected and handled cleanly. For e-commerce sites, complete a full test checkout during the call with a discount code or test card. Do not assume the client will trust that the checkout works without seeing it.

Handling scope requests on the call

Clients frequently surface new ideas during a walkthrough: "Could we add a blog?", "What about a live chat widget?". Acknowledge each one, write it down visibly, and explicitly confirm it is outside the current scope. A follow-up message after the call listing what was approved alongside what was noted as future work sets up a clean change order and protects you from "I mentioned that on the call" conversations later.

Getting sign-off in writing

Verbal approval on a call is not sign-off. Within a few hours of the walkthrough, send a short written request naming exactly what the client is approving. A simple "Please reply to confirm you are happy to proceed with the site as presented today" is sufficient. If you use a client portal, log it there. The goal is a timestamped written record, not a legal document.

One named approver: Before the walkthrough, confirm who has authority to sign off. If the call includes a team of five and no one is designated as the decision-maker, the call will not produce a decision. Get this confirmed at project kickoff, not on delivery day.

Phase 3: Handoff and documentation

Sign-off means the client has accepted the work. It does not mean the project is finished on your end. A complete handoff includes a credentials document, renewal information, and a clear record of what the client now owns. Without this, your support inbox receives login requests for years after delivery.

The handoff document should be a PDF or shared file, not a string of emails. Clients do not search their inboxes; they call you. A single document with clearly labelled sections is findable by the client's team and removes your agency from the role of IT support for logins the client should own.

What goes in the handoff document

Hosting

  • Login URL and credentials
  • Hosting plan details and monthly or annual cost
  • Renewal date
  • Support contact for the hosting provider

Domain

  • Registrar name and login credentials
  • Expiry date (flag if within 90 days)
  • Nameservers and any DNS records that need preserving
  • Auto-renewal status

CMS and admin

  • CMS login URL and credentials
  • Admin user account details
  • Any editor or contributor accounts created for client staff
  • Links to CMS documentation or training materials

Analytics and tracking

  • Google Analytics or equivalent account access
  • Confirm client has been added as admin
  • List of any other tracking pixels or tag manager containers

Third-party integrations

  • Email platform (Mailchimp, Klaviyo, etc.)
  • CRM integration if applicable
  • Payment processor (Stripe, PayPal)
  • Any API keys the client now owns

Technical notes

  • Known limitations or technical debt
  • Any features deliberately excluded from scope
  • Recommended next steps if the client wants to extend the site

Live vs. done: the distinction matters

A site can be live without the project being done. "Done" means: written sign-off received, handoff document sent, final invoice issued, and project formally closed. Until all four have happened, the project is still open and your resource is still implicitly allocated to it. Many agencies leave projects in a permanently half-closed state because the line between "live" and "done" was never drawn.

When to issue the final invoice

After written sign-off is received. Not after the walkthrough call, not after the site goes live. Sign-off first confirms the client has formally accepted the deliverable. Issuing the invoice before sign-off puts you in a position where the client can request changes while technically having paid, which removes your primary leverage for closing revision requests cleanly.

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Customised to your project type: CMS, e-commerce, or standard site. Check off every step and print when complete.

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Frequently Asked Questions

What is the difference between website delivery and website launch?
Website launch is the technical act of making a site publicly accessible. Website delivery is the broader process: the pre-launch quality check, the client walkthrough call, formal sign-off, and the handoff of credentials and documentation. Launch is one step in delivery, not the whole thing.
How do I get formal sign-off from a client on a website?
Send a short sign-off request in writing after the walkthrough call, listing exactly what the client is approving (specific pages, features, or the full site). Ask for a written reply — email, a signed PDF, or approval in a tool like Sagely. Verbal approvals disappear. Written ones stay.
What should go in a website handoff document?
At minimum: login credentials for hosting, domain registrar, CMS, and analytics; renewal dates for hosting and domain; any third-party integrations or subscriptions the client now owns; DNS records; and any known technical debt or limitations. Send it as a PDF or a shared document, not an email thread.
When should I issue the final invoice?
After written sign-off is received, not before. Issuing the final invoice before sign-off creates a situation where the client can request changes after technically paying for completion. Sign-off first, invoice second.
How do I handle scope-creep requests that come up during the walkthrough call?
Acknowledge them, write them down, and explicitly exclude them from the current scope. A brief message after the call confirming what was approved and what is logged as a future request protects both parties and sets up a clean change order if the client wants to proceed.

Related Terms

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Also in the Handbook