Handoff to client - advice?
Posted: 29 September 2008 02:42 AM   [ Ignore ]  
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On wednesday i should be finished my first client site and handing it off to them. I’m planning on preparing a publishing/style guide in both pdf/html. Is there anything else that is recommended?

How do you feel about giving or not giving clients superadmin permissions. It is their site, but I also don’t want them to screw anything up.

Thanks for your advice.

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CreateSean Web Design | EE Forums 4 You ExpressionEngine forum customization
on twitter @createsean I am the poster formally known as The Linguist.

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Posted: 29 September 2008 02:54 AM   [ Ignore ]   [ # 1 ]  
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How about a ‘congrats on your new site launch’ goodie bag, always goes down pretty well! Also some documentation on how they use the CMS would be nice, you could make it generic enough to give with every project.

We never give clients superadmin access and no objections to that thus far. FAR too much can (will) go wrong.

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Posted: 29 September 2008 05:47 AM   [ Ignore ]   [ # 2 ]  
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just out of interest, what sort of stuff goes into your goody bags…

soap, flowers, round-the-world tickets, colouring pencils, chocolate, books on EE, tee-shirts, coffee beans, ipods ?? grin

and - who do you give them to??

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Posted: 29 September 2008 07:06 AM   [ Ignore ]   [ # 3 ]  
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Not free but very likely worth the $10, Prepping an EE Site for Client Access.

Back in my web developer days I only gave a client Super Admin access if I was transferring control of the site over to them and was not involved in ongoing maintenance. In other words, in my business model there was a difference between teaching a client how to work on the live site (taking a site live) and giving them control over the site. In the former, I had a maintenance contract of some sort, in the latter it was completely handed over to the client and my contractual obligations were over (more work meant a new contract).

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Posted: 29 September 2008 07:11 AM   [ Ignore ]   [ # 4 ]  
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Thanks for the responses. I’m going to buy that screencast.

I hadn’t thought about a maintenance contract. I like the idea, but am not too sure what to include in duties/responsiblities and then billing - monthly, per instance what? Definitely something to consider.

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on twitter @createsean I am the poster formally known as The Linguist.

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Posted: 01 October 2008 09:18 AM   [ Ignore ]   [ # 5 ]  
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Sean, you could have a monthly maintenance fee with a hour limit. Things I would include are:

* security updates
* small feature additions
* additional training/help requests
* anything else you can do within the hour limit

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Posted: 01 October 2008 09:52 AM   [ Ignore ]   [ # 6 ]  
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Let us know how it went then Sean, I just happened on to your site at:
http://createsean.com/blog and saw you were handing off your first site.
Give us the skinny here, if you can find the time.
A correction of errors is something interesting, if there was something different or a sticky or weak point that could of been handled better.
A goodie bag, wouldn’t that of been good-ee, great idea though.
You just can’t go wrong promoting goodwill amongst clients.

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It’s Rock & Roll x4 Bab-ee-ee >:)~

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Posted: 01 October 2008 03:30 PM   [ Ignore ]   [ # 7 ]  
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Ryan, T.Gee,

Thanks for the ideas. Will post here when it’s finalized, but had a couple of things crop up with client and need a little more time.

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CreateSean Web Design | EE Forums 4 You ExpressionEngine forum customization
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