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The agency exit checklist.
Thirteen steps for leaving a marketing agency or platform without losing your data, domain, Business Profile or phone number. Tick each one as you finish it, and give notice only when the first eleven are done.
Move it all while you're still paying
Work down the list, in this order.
| Done | Step | Done when |
|---|---|---|
| 1 | Read the signed order form and the vendor's current terms | Deadline, channel and any fee known; reminder set 30 days ahead |
| 2 | Export customers, jobs, payments and form entries | Each file opens on your own computer |
| 3 | Save what the exports skip | Message threads, call recordings and reports saved as files |
| 4 | Domain in your company's name | You hold the registrar login or code |
| 5 | Become primary owner of the Google Business Profile | Agency is a manager, or removed |
| 6 | Get Administrator in Analytics and owner in Search Console | Your own login on each, with your own verification in place |
| 7 | Get admin on every ad account | You know who owns Google Ads, Local Services Ads and Meta |
| 8 | Sort phone numbers into owned and tracking | Owned ones porting; your number on site, listings, trucks |
| 9 | Start the new texting registration | 10DLC registration submitted |
| 10 | Copy the website | Every page's text, every photo and every form entry saved |
| 11 | Put the replacement live | Forms send, calls ring and the domain points to it |
| 12 | Give notice as the terms say, plus a written handover list | Date, channel, who took it and any confirmation number noted |
| 13 | Check again after the end date | Domain, profile, number and site all still work; old logins removed |
Not legal advice; your order form may set its own terms. Ten vendors' exit terms, dated: the full guide. Hiring? Contract checklist. Replacing? Free system quote.
Step-by-step guides for one vendor: Hibu, Thryv, Townsquare Interactive, Marketing 360 and LocaliQ. And what happens to your website when you cancel, vendor by vendor.
Plan the replacement before the notice date.
Tell us what you pay for now and when your notice is due. You'll get a free written quote listing each piece of work and what you own at the end, all in your company's name.
Get a free system quote