Purpose of this playbook
This playbook gives you a clear, repeatable process for guiding clients from a project-based Elements setup to full ownership of their own license.
It ensures your client’s Spaces remain intact, the handover is seamless, and they stay live on Elements after the project concludes - without downtime, data loss, or confusion about billing.
Why it matters
Protects client continuity - no risk of losing access when consulting coverage ends.
Strengthens trust and professionalism - shows you’ve planned for long-term value.
Simplifies your own off-boarding - reduces follow-up admin and billing queries.
Reinforces the client’s independence while keeping a path open for ongoing managed services.
The handover workflow at a glance
Stage | Who acts | Goal |
1. Confirm readiness | Consultant + client admin | Client has account, understands transition. |
2. Transfer ownership | Consultant | Spaces moved to client domain/admin. |
3. Verify and document | Consultant + client admin | Client confirms setup and permissions. |
4. Choose plan | Client (guided by you) | Client selects pricing plan: Free, Metadata, or Unlimited. |
5. Handover call | Consultant | Walk through checklist and close project cleanly. |
1. Confirm the client is ready
Before initiating transfer, check:
Client has an Elements.cloud account under their corporate domain.
At least one internal admin is nominated to own the Spaces.
The client understands that after project closure, they’ll need their own license to maintain access.
Pro tip: Share the customer-facing guide one week before final delivery, so their team knows what to expect.
2. Transfer the Spaces
Open Corporate Management (gear icon → Corporate settings).
Select Spaces in the left menu.
Choose the client Space you’re handing over.
Click Update next to the Domain.
Select the client’s domain and confirm.
Notify the client when complete.
Everything inside the Space, metadata, diagrams, and documentation, transfers intact. The only change is ownership and billing responsibility.
3. Verify access and document the handover
After the transfer:
Open the Space as a Viewer or Editor (if the client has kept you on).
Confirm their admins can:
Access all process maps and metadata.
See the Salesforce connection.
View or edit users.
Add a short note in your project documentation confirming that the client has accepted Space ownership.
4. Guide them through plan selection
Your goal is not to sell - it’s to ensure they understand the model and choose confidently.
Here’s a simple way to frame it:
“Now that you’re taking ownership of your Elements Space, there are three ways you can continue depending on how active your use will be.”
Plan | Best for | Key message |
Free | Occasional users or small teams | “Perfect if you only need diagramming functionality.” |
Metadata | Active projects, ongoing Salesforce work | “Gives you full access to all features, and you only pay for what you use.” |
Unlimited | Enterprise orgs or long-term managed services | “Predictable and scalable; no tracking, just focus on delivery.” |
How to transition:
Client admin opens their Space → Manage Subscription.
They select a plan, enter billing details, and confirm.
All content stays live. No reconfiguration needed.
5. Conduct a handover call
Use this checklist during your final session with the client:
Client has ownership and admin rights.
Permissions verified.
Salesforce Org sync confirmed.
Billing plan chosen or in progress.
Credit alerts configured (if using Credits plan).
Support contact shared (support@elements.cloud).
Partner best practices
Do:
Reassure clients that the transition is non-disruptive.
Keep your own access as a Viewer or Editor (if mutually agreed).
Use the same language as the customer guide to maintain consistency.
Don’t:
Leave Spaces untransferred - clients will lose access after your consulting credits expire.
Treat this as optional; ownership transfer should be part of every project closeout.
Need support?
If you or your client needs help during the transition, reach out via the in-app chat or email support@elements.cloud.
Our team can:
Join your handover call to support the walkthrough.
Verify transfer and configuration.
Advise on which plan best fits the client’s setup.