Agents Digital
🔄 Agency Transition Guide

Ready to Switch Agencies?

Don't lose momentum. Here's how to transition safely.

Free Transition Assessment

You're paying. But for what?

It's been 12 months. You've spent $60,000 on SEO.

The results?

📊Monthly reports full of "impressions" and "clicks"
📊Rankings for keywords no one searches
📊Content that doesn't match your brand voice
📊No idea what they actually do each month
📊Account manager who doesn't understand your business
📊"Results take time" on every call

You ask specific questions. You get vague answers.
You request access to tools. They say it's "proprietary."

You're not alone. This is why businesses switch.

Red Flags vs. Green Flags

How to tell if it's time to switch.

Reporting
🚩 Red Flag

Vanity metrics only

✅ Green Flag

Revenue/conversions tied to SEO

Access
🚩 Red Flag

No tool or analytics access

✅ Green Flag

Full GSC, GA, and tool access

Communication
🚩 Red Flag

Monthly calls, account managers

✅ Green Flag

Direct access to specialists

Strategy
🚩 Red Flag

Set-and-forget approach

✅ Green Flag

Evolving with your business

Transparency
🚩 Red Flag

Vague deliverables

✅ Green Flag

Clear scope, task-level updates

Contracts
🚩 Red Flag

12-month lock-ins

✅ Green Flag

Month-to-month flexibility

Results
🚩 Red Flag

"It takes time" for 18 months

✅ Green Flag

Measurable progress by month 3

The Safe Agency Transition

How to switch without losing momentum.

Before You Leave

Secure Your Access

Request all access: GSC, GA, CMS, backlink tools. Document current state.

Due Diligence

Get Your Files

Request SEO files: strategy docs, content calendars, backlink reports.

Transition Prep

New Agency Audit

New agency audits current work. Identifies gaps. Creates handoff plan.

Overlap Period

Knowledge Transfer

2-4 week overlap where new agency shadows old work. Best practice.

Cutover

Clean Handoff

Access transferred. Immediate monitoring. Nothing falls through cracks.

First 90 Days

Rebuild Momentum

New agency establishes baseline. Quick wins identified. Momentum rebuilt.

Exit Checklist

Questions to Ask Before You Leave

Make sure you get everything you need before ending the relationship.

1

Who owns the content created during the engagement?

Get this in writing. You should own all content created for your brand.

2

What tools were used and do we have access?

Request logins or exports from SEMrush, Ahrefs, or any proprietary tools.

3

What links were built and where are the reports?

Get a full backlink report. Know what was built and where.

4

Are there any pending technical issues or audits?

Ensure nothing critical is left unresolved.

5

What redirects or changes were implemented?

Document all technical changes made to your site.

6

Is there outstanding work paid for but not delivered?

Ensure you receive everything you've paid for before ending the contract.

Thinking about switching?

Free transition assessment. We'll help you switch without losing momentum.

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