Phase 9 · Measure & Maintain·9.7·~3 hours
Phase 9~3 hoursEasy

9.7 Vendor Handover and Documentation Pack

Step-by-Step

Build your digital infrastructure map

Single spreadsheet: every platform, what it does, who owns it, login email, monthly cost, renewal date, and what breaks if it goes down.

Document every automation

List every connected system: "Form --> CRM --> welcome email --> SMS notification." When automations break silently, documentation is how you fix them.

Write your SOPs

Content publishing process, ads management, review response process. One page each.

Create onboarding document and schedule quarterly review

What does a new team member or agency need to know? Review infrastructure map, renewals, and costs every 90 days.

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