Build a baseline that can be explained
A baseline is not a maximal list of plugins. It is the smallest repeatable set of capabilities your agency can install, secure, document, and support well. Map the baseline to common client jobs such as lead capture, customer support, booking, membership, or product licensing.
Record why a product is included, which data it receives, and who owns its configuration. The explanation matters as much as the install because it is what makes handoff possible when the original implementer is unavailable.
Make the handoff a product
A client handoff should include the connected sites, active products, account owner, license status, integrations, support contact, and the first troubleshooting checks. Link to the relevant guide rather than relying on a private message thread.
WPistic's workspace and Knowledge Directory are intended to support that model: product facts live in public pages, customer-specific access lives in the account, and open questions have a direct support route.
Review the system on a cadence
At a regular interval, review product status, licenses, team access, update health, analytics collection, and outbound messaging. Check the status page during incidents and keep a record of changes that affect a client's site.
A small, consistent review is easier to defend to a client than a large annual audit assembled from memory. It also creates the raw material for better customer stories and better internal training.