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.
You've read more than most agencies know.
111 hours of knowledge — or let us execute it all.