Operations

Updated March 31, 2026

10 min read

Deployment & Go-Live Checklist

Pre-launch checklist, deployment guide, and testing procedures to ensure a smooth client handover.

deploymentgo live checklistproduction deploymenthandover checklistlaunch guide
Overview

Use this checklist to ensure your client site is production-ready before handover. Covers testing, configuration, and common issues.

Pre-Deployment Checklist

Complete these steps before deploying to production or handing over to the client.

  • Environment variables set for production (NEXT_PUBLIC_HANDOVER_API_URL, NEXT_PUBLIC_HANDOVER_API_KEY)
  • Using ho_live_* API key (not ho_test_*)
  • All branding variables configured (site name, support email)
  • Test content created and displaying correctly
  • At least one image uploaded and rendering
  • Admin login tested with correct credentials
  • Lock state tested (toggle lock in dashboard, verify site shows lock screen)
  • Password reset flow tested
  • Rate limiting tested (5 failed logins = 30min lockout)
  • Build passes without errors (npm run build)

Bootstrap Admin Account

Before handing over, create the owner admin account for the client. This is a one-time setup that gives them full control.

// Client visits: https://clientsite.com/admin/login
// First-time setup form appears
// Enter:
// - Client password (from project creation)
// - Desired username (e.g., "admin")
// - Secure password (10+ chars, upper, lower, number)

// Save credentials securely for client
typescript

Content Migration

If migrating from an existing CMS, import content before launch to avoid downtime.

  • Export content from old CMS
  • Use updateText() to bulk import via script
  • Upload all images via admin interface
  • Verify all pages render with new content
  • Keep old CMS as backup until confirmed working

Testing Scenarios

Test these scenarios before marking the project as complete.

  • Edit text content and see live update
  • Upload image and verify it appears
  • Delete image and confirm removed
  • Create second admin user (editor role)
  • Test editor permissions (can't create users)
  • Reset password and confirm all sessions revoked
  • Toggle project lock and verify admin shows lock screen
  • Test on mobile devices (admin interface is responsive)

Deployment Platforms

Handover works with any Next.js deployment platform. Follow platform-specific steps for environment variables.

# Vercel
vercel --prod

# Netlify
netlify deploy --prod

# Custom server (Node.js)
npm run build
npm run start
bash

Post-Launch Support

After handover, monitor these areas and provide client training.

  • Train client on admin interface (10-15 min walkthrough)
  • Provide documentation link
  • Set up monitoring/alerts for errors
  • Schedule 1-week follow-up call
  • Document storage usage (show in dashboard)
  • Share upgrade process if nearing limits

Rollback Plan

If issues arise post-launch, have a rollback strategy ready.

  • Keep previous deployment active initially
  • Use feature flags to toggle Handover on/off
  • Export content regularly as backup
  • Document rollback steps for team
Source doc

This page maps to docs/WORKFLOWS.md in the repository.