Give everyone a clear part in the work
Give your agency room to create and your clients a clear way to maintain their content. Build directly in your coding agent, share the direction that matters and keep the design responsibilities with your team.
Know who owns the next decision
A useful handoff starts with the right person and the right access. Keep responsibilities explicit for each client project.
Account owner
Select the sponsored project and assign access.
Creator
Build, preview and deliver Local designs.
Content editor
Maintain declared content and propose supported changes where enabled.
WordPress reviewer
Inspect the candidate or proposal and approve the intended result.
Share direction before sharing the task
Give people and agents the same approved brand guidance to consult. Keep reusable recipes in the project so agency preferences can inform future work. A shared starting point helps the team discuss the work using the same references.
Design a handoff editors can use
Creators maintain reusable templates and declared fields in Local. Editors change the content values in WordPress without rebuilding the template. Decide early which content belongs to one section and which records should be shared.
Keep project access deliberate
Choose the project, assign the people and make the review path clear before connected work begins. An agency subscription does not give every member access to every client project.
Choose the sponsor
Confirm the active offer and project.
Assign access
Give creators and content participants their relevant permissions.
Name the reviewer
Enroll and configure the site where required.
Review the work
Keep release activation and content approval explicit.
Team questions
Does every agency member see every project?
No. Project assignments determine access.
Does a content reviewer need template authoring access?
Reviewers can review content without that authoring responsibility.
How many people can we add?
Confirm the current offer and editor capacity before choosing the setup for your team.
Make your next handoff explicit
Set up the project around the people doing the work. Read the agency workflow, then confirm the access and review steps your client needs.