Digital Marketing account transfer
Pre-Transfer Preparation
Account Access Management
Data Backup and Documentation
Transfer Execution
Post-Transfer Follow-Up
- Identify key team members involved in the transition.
- Set a date and time that accommodates all participants.
- Create an agenda outlining discussion points.
- Send out calendar invites and necessary materials ahead of time.
- Collect performance data from the previous period.
- Compare metrics before and after the transfer.
- Identify trends, successes, and areas for improvement.
- Prepare a summary report to share with the team.
- Determine frequency of audits (monthly, quarterly).
- Create a calendar with specific dates for evaluations.
- Assign responsibilities for conducting audits.
- Communicate the timeline to all relevant stakeholders.
- Create a feedback form to capture insights.
- Distribute the form to stakeholders involved in the transfer.
- Schedule a follow-up meeting to discuss the feedback.
- Summarize key takeaways and suggest improvements.
- Review the access list for all tools and platforms.
- Confirm that new team members have the necessary permissions.
- Resolve any access issues promptly.
- Document the access permissions for future reference.
- Test each tool and platform for operational issues.
- Check integrations between tools for seamless functionality.
- Report any malfunctions to the IT or support team.
- Ensure all team members have access to the tools.
- Set up a system for reporting issues.
- Assign team members to monitor accounts regularly.
- Prioritize and address issues as they arise.
- Document resolutions and share with the team.
- Review existing documentation for accuracy.
- Incorporate changes and new processes established during the transfer.
- Share the updated documentation with the team.
- Store documentation in an easily accessible location.
- Identify tools and strategies requiring training.
- Develop training materials and resources.
- Schedule a training session and invite all relevant team members.
- Gather feedback post-training to improve future sessions.
- Determine the frequency of check-in meetings.
- Create a calendar for regular meetings.
- Prepare discussion topics for each meeting.
- Encourage open communication about challenges faced.
- Document each step of the transfer process.
- Highlight successes and challenges encountered.
- Include recommendations for future transfers.
- Share the report with stakeholders for transparency.
- Review existing goals and KPIs with the new team.
- Discuss any necessary adjustments or realignments.
- Document agreed-upon goals and KPIs.
- Share updates with all relevant stakeholders.
- Identify key stakeholders to be included in communications.
- Determine communication frequency and channels (email, meetings).
- Prepare a template for performance updates.
- Ensure consistency in communication across all stakeholders.
Use in Manifestly