Switching providers is normal. What is not normal, but common, is discovering during the switch that you do not own your own Search Console, that your content lives in the old agency's CMS, or that nobody knows which links were built or how. Most ranking drops during a transition come from these gaps, not from the new provider.
This guide walks through what to secure and document before you give notice, and how to hand over without a dead period.
Confirm what you own before you give notice
The single most important step is to verify, while the relationship is still cordial, that every account and asset is owned by your business and not by the agency. Do this before you say anything about leaving.
- Google Search Console: you should be a verified Owner, not just a user the agency added.
- Google Analytics 4: your organization should own the property; the agency should be a user on it.
- Google Business Profile: the primary owner should be a company email, with agency staff as managers.
- Domain registrar and DNS: confirm the domain is registered to you and you can log in.
- Hosting and CMS: admin credentials in your possession, not only the agency's.
- Any paid tools (rank trackers, link tools) whose data you want to keep.
Collect the documentation you will need
A good new provider will want to know what was done before, so they do not undo it or repeat it. Ask the outgoing provider for a handover package, and specify what is in it. Reasonable requests include:
- A list of all links acquired on your behalf, with dates and the method used.
- A list of content created, with URLs and target topics.
- Any technical changes made (redirects, schema, robots rules, template edits).
- Keyword targets by page and any rank-tracking history they can export.
- Open work in progress and anything scheduled but not yet published.
- Login details for anything created in your name.
Review the contract for exit terms
Read the notice period, any minimum term, and what the contract says about ownership of work product. Some agreements state that content or links belong to the agency until the final invoice is paid, or that certain assets are licensed rather than owned. Know this before you plan dates.
Also look for clauses about removing work at termination. It is rare, but some providers reserve the right to take down content or links they created. If that clause exists, negotiate its removal before giving notice.
Avoid a gap between providers
Rankings rarely drop because work paused for a few weeks. They drop because something broke during the handover: a redirect removed, a page unpublished, a tracking tag lost. Overlap the two providers if you can afford it, even for two weeks, so the new team can ask questions while the old team still answers.
If overlap is not possible, freeze changes. Ask the outgoing provider to stop making site changes from the date of notice, and hold the new provider to observation and audit only for their first few weeks.
- 01 Take a full crawl and a Search Console performance export on the day of notice, so you have a baseline.
- 02 Remove the old agency's access on the agreed end date, not before and not long after.
- 03 Have the new provider audit before changing anything.
- 04 Watch Search Console weekly for the first two months for crawl errors or sudden drops.
Tell your own team what is happening
Staff who work with the outgoing agency, such as a marketing coordinator or a web developer, need to know the timeline and who to contact. Otherwise they may keep sending requests to the old team or approve changes nobody is tracking.
Write a one-page internal note with the dates, the new contact, what is frozen, and where the handover documentation lives. Send it before the switch, not after.
Onboard the new provider properly
Give the new provider the handover package, the baseline exports, and the context on why you left. Tell them what you liked and disliked about the previous relationship. Then agree on what "success by month three" looks like, so the transition itself has a measurable end.
Working checklist
- Verified ownership of Search Console, GA4, GBP, domain, hosting, and CMS.
- Contract exit terms and work-product ownership reviewed.
- Handover package requested with links, content, and technical changes listed.
- Baseline crawl and Search Console export saved.
- Change freeze agreed with both providers.
- Internal note sent to staff with dates and contacts.
- Old access removed on the agreed date.