June 5, 2026 · 4 min read · By CG Pandey
How to create client handover documentation (without writing it)
Your clients ask the same questions every month. Here's how to record the answers once, share them as a link, and stop repeating yourself.
What is a client handover?
When you finish a project for a client, you hand it over. You explain how to update their website, how to log in, how to add a product, how to publish a blog post.
Most agencies do this on a Zoom call. The client takes notes. Two weeks later, the client forgets — and you get an email asking the same question again.
A handover doc fixes that. Dyzo Owl makes one for you while you do the work.
Things to record once
Here's a starter list. Record each one the next time you do it for a client:
- How to log in to the website admin
- How to add or edit a product
- How to write and publish a blog post
- How to check Google Analytics
- How to update store hours / contact info
- How to add a coupon code
- How to download an invoice or report
How to record one
- Open the Dyzo Owl side panel and press Start recording.
- Do the task in the client's account, just like normal.
- Press Stop & review. Each click becomes a step with a screenshot.
- Rename any unclear step. Drag annotations to highlight the right button. Blur anything you don't want the client to see.
- Click Copy share link and send it to your client.
Full walkthrough: How to create an SOP in 5 minutes.
Tips that make handovers stick
- One task per guide. "How to add a product" — not "Everything about Shopify."
- Name guides like a client would search. Use plain words.
- Send the link once, in writing. Don't bury it in a Zoom recording.
- Update when things change. Re-record the same task — old guide → new guide.
FAQ
- Will my client need to sign up to view the guide?
- No. Public guides open with the link. No account, no friction.
- Can I send a PDF instead of a link?
- Yes. From the editor, export to PDF, HTML, or Markdown.
- What if I edit the guide later?
- The link stays the same. The client sees the updated version next time they open it.
What Dyzo Owl includes today
- Automatic capture — every click becomes a step with a screenshot
- AI cleanup — one click rewrites rough steps into clear instructions
- Team workspaces — share one SOP library, invite teammates with a link
- Follow-along mode — readers tick off steps and mark the SOP completed
- Read receipts — see who read and who completed each SOP
- Folders & deep search — search inside step text, not just titles
- Privacy by default — passwords and emails auto-blurred
- Share & export — public links plus PDF, HTML, and Markdown
Free for 5 SOPs a month, then $7/user for unlimited — see pricing.
Try Dyzo Owl free
Capture any browser workflow and share it as a link. 5 SOPs/month free, no credit card.