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Vendor Handoff Checklist
Use this checklist before an agency, contractor, MSP, or third-party provider changes so internal ownership is clear before the handoff.
Download checklist01
Vendor-managed assets
- List systems the vendor manages or administers.
- Review domains, DNS, websites, CMS, analytics, ad accounts, automations, and API credentials.
- Identify critical workflows supported by the vendor.
02
Ownership transfer
- Assign internal business owners, primary admins, backup admins, billing contacts, and notification recipients.
- Confirm password manager or secret manager location.
03
Closeout and verification
- Verify admin access after transfer.
- Rotate credentials where appropriate.
- Document remaining vendor dependencies and next actions.
FAQ
Checklist questions
What is a vendor handoff checklist for?
It helps teams transfer vendor-managed systems, access, billing, documentation, and operational ownership back to internal owners.
What vendor-managed assets are often missed?
Teams often miss domains, DNS, tag managers, ad accounts, API credentials, automations, and vendor-owned documentation.
Should credentials be stored in Atlariem?
No. Store secret values in a password manager or vault. Atlariem tracks who owns the access, where it lives, and what depends on it.