Confirm account ownership
Make sure your business controls or can access the website, domain, Google Ads, Google Analytics, Search Console, Google Business Profile, CRM, call tracking, social accounts, and other core assets.
Agency Transition Guide
Protect your accounts, data, rankings, campaign history, and lead flow before making the move. A good transition should preserve what is working and create a clear baseline for what needs to improve.
Before You Cancel Anything
Make sure your business controls or can access the website, domain, Google Ads, Google Analytics, Search Console, Google Business Profile, CRM, call tracking, social accounts, and other core assets.
Export or preserve reporting history, campaign settings, conversion definitions, CRM records, creative assets, keyword data, landing pages, and documentation before access changes.
Do not casually delete ranking pages, change URLs, remove redirects, alter canonicals, or rebuild site architecture without understanding existing organic performance.
A new agency cannot improve what cannot be measured. Verify forms, calls, bookings, source attribution, CRM stages, and revenue tracking before resetting baselines.
Document active campaigns, budgets, owners, logins, renewal dates, vendors, automations, integrations, and open projects so execution does not stop during the transition.
Consider a change when the agency cannot explain what is being done, does not provide access to your accounts or data, repeatedly misses agreed responsibilities, cannot connect activity to meaningful outcomes, or no longer has the capabilities your business needs.
It can if URLs, content, redirects, internal links, schema, hosting, or technical settings are changed without understanding current search performance. A careful transition should preserve valuable assets and rankings before making improvements.
Your business should retain appropriate ownership or administrative access to core accounts and data. Agencies may manage them, but the business should not lose its history or become unable to access essential assets when a relationship ends.
Usually it is safer to understand contract terms, secure account access, document active work, and plan the transition before ending access. The exact sequence depends on your agreements and systems.
A useful transition audit should review strategy, website and SEO, paid media, tracking, lead quality, CRM and follow-up, reporting, account access, prior results, and the business goals the current system is supposed to support.
A transition audit can document account ownership, tracking, search visibility, paid media, lead flow, CRM, and current performance before the handoff begins.