Hand over a website your client can actually run
Freelancers and small agencies rebuild the same “how do I update…” email for every project. Record it once, brand it, and send a guide instead.
What a good handover guide covers
- Editing content — changing a headline, updating opening hours, replacing a banner image.
- Products and prices — adding a product, changing stock, marking an item unavailable.
- Publishing — writing a news post, picking a category, adding a featured image, hitting publish.
- Recurring admin — exporting orders, approving reviews, renewing a domain, paying an invoice.
- Who to contact — the completion notes at the end of each guide are the right place for “if this fails, email…”.
Why record instead of write
Writing instructions from memory skips the steps you do without thinking. Recording captures the real sequence, with a screenshot of exactly what the client will see, and gives you a first draft of each instruction to tidy rather than a blank page.
Because the editor runs on your device first, you can redact the client’s customer names or account numbers before the guide exists anywhere else.
Branding and folders
On the Solo and Team plans, guides and PDFs carry your logo and brand colour and no ScreenMate attribution. Put each client’s guides in a folder, and keep a “new client onboarding” template to duplicate for the next project.