Account Transition FAQ’s


1What digital marketing account credentials do I need to provide to the new agency?
Access details for your website CMS, social media accounts, Google Analytics, Google Ads, and any other platforms currently in use.
2How do I safely share passwords and sensitive account information with the new agency?
Use secure password sharing tools or encrypted email. Avoid sending sensitive information through unsecured channels.
3What historical marketing data should I ensure the new agency has access to?
Previous campaigns' performance reports, analytics data, and any market research data you have.
4Do I need to provide access to my domain registrar and web hosting accounts?
Yes, if the new agency will handle website updates or migrations.
5Should I transfer my accounts to the new agency, or grant them access as users?
Granting access as users is preferred for security and control unless a transfer is necessary for specific reasons.
6How can I ensure a smooth transition of email marketing platforms?
Provide the new agency with access to your email marketing platform and any associated subscriber lists and segmentation data.
7What information about past SEO efforts is important for the new agency?
Keywords targeted, SEO audits, backlink profiles, and content strategies that have been employed.
8Is there specific advertising account information that needs to be shared?
Account IDs, access to ad platforms, and historical campaign data including budgets, impressions, clicks, conversions, and ad creatives used.
9What details about my content management system (CMS) are necessary for the new agency?
Platform details, access credentials, and any customizations or plugins used.
10How do I protect my business when sharing sensitive information?
Use non-disclosure agreements (NDAs) and ensure the agency has a secure data handling and privacy policy.
11What is the best way to hand over social media account information?
Provide user roles through the platforms themselves or share credentials securely if necessary.
12Do I need to inform my current digital marketing agency about the switch?
Yes, it’s professional to notify them and discuss the transition plan for any assets or information.
13What analytics and tracking tools account information should be transferred?
Access to Google Analytics, Facebook Pixel, and any other tracking tools in use.
14How can I ensure continuity in my digital marketing efforts during the transition?
Plan overlap time between agencies for knowledge transfer and to maintain campaign momentum.
15What are the potential risks of switching digital marketing agencies?
Potential risks include data loss, interruption in marketing activities, and the time required to ramp up new campaigns.
16How do I manage the transition of paid advertising campaigns to minimize disruption?
Ensure the new agency has full access before discontinuing the old agency’s access, and discuss strategy and budgets in advance.
17What should I do if I don’t have all the account information the new agency is asking for?
Work with your current agency or contact platform support to retrieve the necessary information.
18What role does my website play in the transition to a new digital marketing agency?
Your website is central to your online presence; ensure the new agency has full access to its analytics, CMS, and backend if they will manage it.
19How long should the transition to a new digital marketing agency take?
It varies but plan for 1-3 months for a full transition, depending on the complexity of your digital marketing efforts.
20What is the best way to monitor the new agency’s performance?
Establish clear KPIs, regular reporting intervals, and review meetings to ensure alignment and track progress against goals.