It happens more often than you might think: a company decides to change agency and discovers that the domain is registered to the old supplier, that the advertising account holding years of data is not theirs, and that the contact database cannot be exported.
Here are five checks to do today.
1. The domain
Check who is listed as the registrant of your website’s domain. It must be your company, with a company email as the administrative contact.
2. Advertising accounts
Meta Ads and Google Ads must be created under your Business Manager, with your payment method. The agency should access them as an authorised user, not as the owner.
3. Analytics and pixels
GA4 properties, Google Tag Manager and pixels hold the history of your conversions: if you lose them, you start from zero. These too must be registered in your company’s name.
4. The CRM and the contact database
The CRM licence and the data it contains are a company asset. Check that you can export contacts, history and automations at any time.
5. Content and source files
Photos, videos, graphics and editable project files must be handed over and stored in a space you own, not just published.
How we work
In our contracts these rules are written in black and white: all project assets belong to the client from the moment they are created, accounts and domains are registered in the client’s name and, at the end of the relationship, we hand over credentials, source files and data exports within ten days. You can read more on the page about our method.