How you hand over a rebranded white-label product shapes how the client feels about the whole project. A tidy, documented handoff answers the questions clients usually ask a week later: Which file do I use? Can I edit it? Who owns it now? This checklist covers the common delivery options for agencies and coaches.
Choose the Right Format for Each Asset
- Finished files (PDF, PPTX, EPUB, PNG) for anything the client will publish or send as is.
- Editable files (DOCX, Google Docs, Canva designs) only if your proposal includes editing rights for the client — and only if your license allows passing editable versions on.
- A short read-me listing every file, what it is for and which fonts and colors it uses.
Handing Over Google Drive Files
If you built the deliverables in Google Docs, Sheets or Slides, Google’s help page on making someone else the owner of a file (checked October 2026) explains the rules. With personal accounts, you can transfer ownership only to someone you have already shared the file with, and the recipient must accept the request; you remain owner until they do. Google also notes that you cannot transfer from a personal account to a work or school account, and that work or school accounts can transfer only within the same organization. Because of these limits, many agencies share a copy into the client’s own Drive or deliver exported files instead of transferring ownership.
Handing Over Canva Designs
As of October 2026, Canva’s help page on template links says a template link lets people view and use your design as a template, and that only Canva Pro, Teams, Enterprise, Education and Nonprofits users can create one (Share, then Template link, then Create template link). You can delete the link later to make it inactive. Before sharing a template link, confirm that both the white-label license and any Canva elements in the design allow the client to edit and reuse it.
The Delivery Checklist
- Final files are named with the client’s brand and a version date.
- Every link in the files has been clicked and works.
- Editable files are shared with the client’s account, not left only in yours.
- The read-me lists what the client may and may not do with the files, in line with your license.
- You have kept a dated record of what was delivered and when — useful if a question or payment dispute comes up later.
- Your own access is removed or reduced once the client confirms receipt, if that was agreed.
For folder and file naming ideas, plrexpert.com has a simple system in File Names and Folders for Digital Product Downloads. Platform features change, so check the current help pages before each handoff.
More White-Label Guides
- How to Read a PLR or White-Label License: A Clause-by-Clause Checklist
- Fonts Inside White-Label Products: OFL, Google Fonts and Canva Basics