# Carrd client handoff worksheet

Research checklist · 2026-09-13 · Blank entries are unverified. No live transfer has been performed for this worksheet.

## 1. Agree the outcome

Project/site: ____________________
Intended owner after handoff: ____________________
Scope: ownership transfer / shared editing access / transfer of a copy
Who approves completion: ____________________
Target date: ____________________

## 2. Record readiness

| Item | Evidence / date | Owner | Status: pending / checked / not applicable |
| --- | --- | --- | --- |
| Correct receiving account confirmed | | | |
| Used site features inventoried | | | |
| Receiving account matches requirements | | | |
| Receiving capacity checked | | | |
| Original versus copy decision agreed | | | |
| Recipient acceptance confirmed | | | |

## 3. Identify every dependency

| Dependency | Responsible person after handoff | Renewal / review date | Verification action | Result |
| --- | --- | --- | --- | --- |
| Carrd ownership/access | | | Open correct account/site | |
| Domain management | | | Confirm responsible owner | |
| DNS maintenance | | | Identify authorized maintainer | |
| Contact-form destination | | | Inspect setting and test delivery | |
| Contact inbox | | | Confirm access and reply path | |
| Booking/payment destination | | | Use agreed test path | |
| External downloads/assets | | | Open intended files | |
| Builder's continuing access | | | Agree scope and end date | |

Do not assume external account ownership changes with the site. A domain move or paid transaction is not a default test step.

## 4. Test one visitor journey

| Check | Time / device | Expected result | Observed result | Evidence / follow-up owner |
| --- | --- | --- | --- | --- |
| Public page on phone | | | | |
| Public page on desktop | | | | |
| Main visitor action | | | | |
| Harmless form submission | | | | |
| Recipient delivery and reply | | | | |
| External link/download | | | | |
| New owner's agreed editing access | | | | |

## 5. Close or retain open items

Known limitation: ____________________
Owner and next action: ____________________
Client's ordinary support route: ____________________
Acceptance confirmed by/date: ____________________
Remaining builder access and review date: ____________________

Retain the completed record with the project. Keep credentials and real customer messages out of this file.

Official instructions checked 2026-09-13:
- https://carrd.com/docs/sites/transferring
- https://carrd.com/docs/sites/sharing-access-to-a-site
- https://carrd.com/docs/forms/setting-up-a-contact-form