The Agency Offboarding Checklist
Protect Your Accounts, Data & Momentum When Switching Teams
Thinking about switching agencies, freelancers, or contractors? Don’t lose your ads, audiences, or analytics in the handoff. This fillable checklist shows you exactly what to secure—before you say goodbye—so you keep control of every account, asset, and ounce of performance history.
What’s Inside
Accounts & Admin Access: Confirm you’re the true owner of Google Ads, Meta Business Manager, GA4, GTM, Search Console/GBP, CRM, email tools (incl. DNS/auth), Zapier/Make, and AI integrations—so nothing “walks” when the contract ends.
Website & Hosting: Lock down your domain registrar, hosting, CMS logins, backups, SSL/CDN, and purge old agency emails from your stack.
Campaign Assets & Data: Save creatives, export audiences, capture keyword & negative lists, archive dashboards, and verify pixel/event ownership.
Documentation & SOPs: Grab playbooks for automations, UTM and naming conventions, lead routing, design file links (with version history), API keys, and rotate shared passwords.
Communication & Transition: Use our offboarding notice template, request admin transfers in writing, schedule a wrap-up call, remove former logins, and audit billing/cancellations.
Bonus: Four make-or-break questions to ask before you sign the next agency.
Why This Matters
Most breakups are cordial—until you realize the ad account isn’t in your name, pixels are tied to someone else’s email, and billing keeps charging for tools you no longer use. This checklist helps you protect your data, avoid downtime, and keep momentum through the transition.
Who It’s For
Founders, CMOs, and operators who want a clear, no-drama offboarding—and a cleaner stack on day one with the new team.
