For agencies onboarding, offboarding & documenting

Hand over the site like a professional.

One click reads the whole site — plugins, themes, users, structure, forms, cron, recent changes — and writes a branded, print-ready handover document with your recommendations up front.

FROM $49/YEAR · LIFETIME OPTION · 14-DAY GUARANTEE

One click — read live, never stale 11 sections, each with a toggle Your brand, your cover note Print-ready A4 or portable HTML
“Can you send over everything about the site? The new agency starts Monday.”
— the email that eats a day

You could spend the afternoon screenshotting the plugins page into a Google Doc. Or generate the whole pack, branded, in the time it takes to read this sentence.

What it does

Four things, done properly.

No manual inventory, no stale spreadsheet. The plugin reads the site as it is right now and writes the document you'd write if you had the day spare.

INVENTORY

The whole site, read live

Environment and versions, every plugin including must-use and drop-ins, themes, users and their access levels, custom post types with counts, taxonomies, menus, forms, WP-Cron tasks and recent setting changes — collected at the moment you click, never from a stale export.

ADVICE

Recommendations, prioritised

The pack opens with recommended next actions — outdated software, plugins installed but inactive, admin-account hygiene, operational issues — ranked so the client (or the incoming agency) knows exactly what matters first.

BRAND

Your agency on every page

Company name, website, logo and brand colour, the client's name and a personal cover note. Eleven section toggles let you shape the pack per client — include users and access for a handover, drop them for a sales pack.

DELIVER

Print-ready A4, or portable HTML

Preview in the browser, then Print / Save as PDF — the layout is tuned for A4. Or download a self-contained HTML file that opens anywhere, attaches to anything, and needs no login to read.

What's in the pack

All eleven sections.

Every section has its own toggle, so the pack fits the audience — full disclosure for an incoming agency, a tighter cut for a client's records.

Site overview

WordPress, PHP and database versions, site and home URLs, multisite status, timezone, environment details — the vital signs on page one.

SECTION 01

Recommended next actions

A prioritised, plain-English to-do list generated from what the scan found. The section everyone reads first.

SECTION 02

Plugins

Every plugin with version and active state — including must-use plugins and drop-ins most handover docs forget exist.

SECTION 03

Themes

Installed themes, the active theme and child-theme relationships — so nobody deletes the parent theme "because it wasn't active".

SECTION 04

Users & access

Who can get in and at what level — the roll call the new agency needs on day one, and the audit the old client should have had all along.

SECTION 05

Custom post types & taxonomies

The site's content structure with counts — the custom machinery a screenshot of the admin never captures.

SECTIONS 06–07

Menus & forms

Every navigation menu with its locations, and every form on the site — the two things that break silently after a careless migration.

SECTIONS 08–09

Cron & recent setting changes

Scheduled tasks (WP-Cron) so automated jobs survive the handover, plus a log of recent setting changes showing what moved lately, and by whom.

SECTIONS 10–11
Honest comparison

How we compare to the DIY handover doc.

The current market leader is a Google Doc with screenshots, written the night before the deadline. Here's the straight breakdown.

WP Site Handover Pack (us) DIY doc + screenshots
Time per handover✓ Minutes, one click✗ An afternoon, if you're honest
Complete inventory (mu-plugins, drop-ins, cron)✓ Read from the site itself✗ Whatever you remembered to screenshot
Accurate on the day it's opened✓ Generated live, dated✗ Stale before it's sent
Prioritised recommendations✓ Generated and ranked◐ If you write them
Consistent across every client✓ Same structure, every time✗ Depends who wrote it
Your branding & cover note✓ Logo, colour, signature✓ It's your doc
Free-form prose & screenshots◐ Cover note only✓ Write anything
CostFrom $49/yr · $299 lifetime“Free” — at your hourly rate

If a handover needs three pages of bespoke narrative, write the doc — and staple this pack to the back as the factual appendix. Most handovers need the facts first. Full comparison →

Pricing

Simple prices. One is forever.

Every plan includes every feature — all eleven sections, branding, PDF and HTML output. You're only choosing how many sites, and whether you'd rather never renew.

Solo
$49/yr

1 site · for freelancers

  • All features included
  • Updates & support for a year
  • 14-day guarantee
Choose Solo
Agency
$99/yr

25 sites · for agencies & studios

  • All features included
  • Updates & support for a year
  • 14-day guarantee
Choose Agency
Unlimited
$149/yr

Unlimited sites

  • All features included
  • Updates & support for a year
  • 14-day guarantee
Choose Unlimited
Lifetime
$299 once

Unlimited sites, forever

  • All features, all future updates
  • Never renew, never re-buy
  • 14-day guarantee
Own it forever

Prices in USD. Licence keys are domain-based — no accounts, no phoning home. VAT invoices available.

Questions

Asked and answered.

What exactly goes in the pack?

Eleven sections, each with its own on/off toggle: site overview (versions, URLs, environment), prioritised recommended next actions, plugins (including must-use and drop-ins), themes, users and access, custom post types, custom taxonomies, navigation menus, forms, scheduled tasks (WP-Cron), and recent setting changes. Everything is read live from the site the moment you generate.

Whose branding is on it?

Yours. Company name, website link, logo, brand colour, the client's name and a personal cover note — the client sees a document from your agency, not from a plugin.

How do I get a PDF?

Preview the report in the browser and use its Print / Save as PDF button — the layout is print-tuned A4. You can also download the pack as a portable, self-contained HTML file.

When would I use it?

Winning a new client (document what you inherited before you touch anything), offboarding one professionally, annual reviews, insurance and compliance records, or selling a site — any moment where "here is exactly what this site is" needs to be on paper.

What are the "recommended next actions"?

The plugin inspects the site — outdated software, inactive plugins and themes left installed, admin account hygiene, missing forms, cron issues — and writes a prioritised recommendation list. It's the section clients and incoming agencies read first.

Does it track changes over time?

It logs recent setting changes so the pack shows what moved lately. For full monthly maintenance reporting with scheduled email digests, that's our sister plugin — Agency Work Report (wpclientreport.com). Many agencies run both.

How is the licence delivered?

Order through the form and your licence key and invoice arrive by email, usually within the hour. Keys are domain-based — no account, no phoning home, no lock-in.

What if it's not for me?

14-day money-back guarantee, no questions. Email us and we refund you.

Get started

Your next handover, done by lunch.

Order below and your licence key and invoice arrive by email — usually within the hour. Install the plugin, add your logo, and the first pack is ready before the kettle boils.

14-DAY MONEY-BACK GUARANTEE · SUPPORT BY ACTUAL HUMANS

You'll receive an invoice by email — pay by card or bank transfer. Nothing is charged on this page.