Short answerHand over the final instructions, the knowledge files, test results, access details and a short guide to making updates, so the client is never dependent on one person.
Handover package
- Final instructions as a text file
- Knowledge files folder with a change log
- Test set, results and known limits
- Where it runs and who has admin access
- How to update instructions and files
- Costs: subscriptions and model usage, who pays
- Backups and where they are stored
- Support terms after delivery
Agree on ownership
Put the client's own accounts and API keys in their name wherever possible. Document anything that lives in yours.
Related: agency process and intake questions.
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