How to transfer the site to a new contractor
What accesses, files and information are needed when changing the command that serves the site. How not to lose forms and current tasks.
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Changing a contractor is easier when the company has access and a clear picture of current work. Start with inventory, not shutting down the old team on transfer day.
What to collect
Access to domain, hosting or platform, CMS, source materials, analytics, mail for leads, CRM and integrations. Separately list the paid services and their renewal dates. Find out where the backups are and if it is possible to restore the site.
Words to describe
What forms should work, what changes have already begun, what mistakes are repeated, who within the company agrees on the tasks. Show the new team pages that bring inquiries so that the important one is not broken during edits.
How to complete the transition
A new contractor checks the site and compiles a list of priority actions. After the transfer of rights, the company updates accesses in an agreed manner and checks that leads continue to arrive. Do not share passwords in a public document.
“Post-effect” helps to accept the site for support and make a plan of improvements. You can start with the site address and a list of what the company already has access to. Service: Accepting the site for support.
