The takeover is how a done-for-you team earns the right to run your marketing. In the first 30 days we find every account your business has opened, get access back where it was lost, repair broken tracking, cancel what you no longer need, and make sure you, not us, are the owner of all of it.
It sounds dull. It is also the step most agencies skip, which is why so many Victoria owners find, years later, that their website domain is registered to a former designer or their Google profile belongs to an ex-employee.
What the takeover includes
We work through a fixed list, so nothing gets missed and you can see progress each week.
- Domain and hosting: confirm who the registrant is, move the domain into your name if needed, and note renewal dates.
- Website: admin access, backups, plugin and theme updates where we manage the site, and a speed and broken-link check.
- Google Business Profile: ownership, managers, categories, service areas and duplicate listings.
- Ad accounts: Google Ads and Meta, with billing in your name and old campaigns paused or cleaned up.
- Analytics and tracking: a working analytics property, conversion events for calls, texts and email clicks, and a tracking number where it helps.
- Directories and social profiles: the ones that matter for your trade, with consistent name, phone and service area.
- Software and subscriptions: a list of every marketing tool you pay for, and a recommendation on each one.
Who it is for
The takeover is for every new client, but it matters most in three situations. A previous agency or freelancer left and nobody is sure what they controlled. The business changed hands, and the new owner inherited logins on sticky notes. Or the owner has simply been too busy for years and things drifted.
If you are buying a Victoria business, ask for this list as part of the handover. Our sister firm VictoriaBusiness.ca covers the wider business side of that kind of transition.
Timeline: the first 30 days
- Days 1–3: a one-hour hand-off call. You tell us everything you remember, and we send you a short list of invitations to accept.
- Days 4–14: we audit each account, recover lost access and record what we find in a shared document.
- Days 15–25: fixes. Tracking goes in, duplicates come down, billing moves to your card, and dead subscriptions are flagged for you to cancel.
- Days 26–30: you get the first owner brief, showing what was found, what was fixed and what we recommend running next.
How we measure it
A takeover has a clear finish line. It is done when each item on the list is marked owned by you, working, and tracked, or when we have written down why it cannot be.
You will also get a baseline: how many calls, texts and email clicks your current setup produces in a normal month. Without that number, nobody can honestly say later whether the marketing improved. The monthly owner brief reports against it from then on.
What we need from you
About an hour on the first call, plus a few minutes over the following weeks accepting invitations and confirming codes sent to your phone or inbox. Bring whatever you have: old invoices from web designers, renewal notices, and the names of anyone who has touched your marketing.
Mistakes to avoid
- Letting the agency own the ad account. Spend history and settings belong to your business. Always insist on your own account with the agency added as a user.
- Starting ads before tracking works. You will spend money and learn nothing about which calls it produced.
- Deleting old profiles without checking them. A duplicate Google listing with reviews on it should usually be merged, not removed.
- Sharing one password with everyone. Each person should have their own user, so access can be removed cleanly when they leave.
What happens after
Once the takeover is complete, the growth work starts: usually done-for-you campaigns, content from your job photos or both. The pricing page explains which plan covers what, and the contact page tells you what to send us first.
Frequently asked questions
What if a former agency will not give my accounts back?
Most platforms have a recovery route for the verified business owner. We prepare the requests and walk you through the identity steps only you can do, such as confirming a code sent to the business phone.
Do you need my personal passwords?
No. For almost every platform we ask you to add us as a user or manager, so your own password stays private and you can remove us at any time.
How long does the takeover take?
Usually about 30 days. Recovering an account held by someone who has stopped answering can take longer, and we tell you early if one is stuck.
Can I stop after the takeover?
Yes. Plans are month to month with 30 days' notice, so you could finish the takeover with everything in your name and leave if that is all you needed.