Start with the evidence
Record the account identifier, business-controlled owner contact, current authorized users or managers, billing responsibility and measurement dependencies. Store no passwords, tokens or recovery codes in the worksheet. Use the account’s current access interface and official documentation to identify permissions; do not assume that seeing a report means someone can transfer every underlying asset.
A worked example
Fictional handoff: an agency can edit campaigns, the owner manages payments, and a website contractor controls the tag setup. Removing the agency may be straightforward, but a website migration can still interrupt call measurement. The handoff inventory should therefore include the conversion definitions, number routing and website responsibilities, not just the ad account login.
Choose the next action
Ask for a written ownership and transition plan describing which assets the business owns, what can be exported, who receives administrative requests and which services end on termination. Use individual authorized access instead of shared passwords. Verify the destination account and permissions before any change. Contractual ownership and platform access are separate questions.
Check whether it worked
Review the inventory after a provider or staff change. Confirm that a business-authorized person can inspect campaigns, billing responsibility and measurement status through their own access. Perform any removal only after continuity is understood. If a dependency remains unclear, name it and its owner rather than marking the entire handoff complete.
Put it to work
A record you can use
- Asset and account identifier
- Authorized person and current role
- Billing and measurement owner
- Export or transition requirement
- Continuity check and unresolved dependency
Plain text. No email required. Store completed records in your approved business systems.
Next useful step
Need help applying this to your marketing? A strategy call starts with your business and the evidence you have.
Talk through your next step →For a general editorial question, email Chris. Please leave out customer details. Questions are private, and no response time is promised.