Read the scope. Find the handover and exit.

Put the signed agreement beside the current scope. Find the minimum commitment, notice arrangements, renewal terms and responsibilities for unfinished work. Record the actual wording and any dates your team needs to confirm. Do not rely on what someone remembers from the sales call.

Check what you receive and may keep: keyword research, copy versions, creative briefs, editable design files and test records. Access to an agency’s licensed dashboard may differ from ownership of your store account or project files. Ask which exports and handover materials the engagement includes.

List the accounts and approvals the work depends on. Your team should understand who controls publishing and how ongoing responsibilities transfer. A dashboard disappearing at handover is a poor time to discover that nobody saved the reasoning behind the last three updates.

Ask for a written handover plan and clarification of ambiguous terms. Use the appropriate professional adviser when the meaning or consequences of the agreement need interpretation. This review is about knowing the commitments and work you have bought, not guessing your rights from a marketing page.

Today’s task

• Record the commitment, notice and renewal terms that need confirmation.
• List files, access and responsibilities included in handover.
• Ask who completes outstanding work and when the handover happens.

Related: Compare the full fee commitment · Inspect ownership and responsibilities · Why I am not an ASO agency