Custody insights
Practical guides for safer handover
A small library of focused guides on what agencies should actually control before sign-off.
Start here
What agencies forget in project handover
A practical guide to the files, systems, and control gaps that only become obvious after everyone assumes the project has already been handed over.
Shared is not the same as controlled
Missing access routes usually appear too late
Verification matters as much as delivery
Practical checklists
Start with the most practical pages if you want something you can apply straight away.
Agency project handover checklist
6 min readA practical checklist for the resources, systems, and verification steps worth closing before sign-off.
Website handover checklist for agencies
6 min readA web-project-specific checklist covering files, CMS routes, hosting, analytics, and domain control.
Figma handover checklist for agencies
5 min readWhat to check before assuming shared Figma files are genuinely under agency control.
What to ask a freelancer for at project handover
5 min readThe questions that uncover missing source files, unclear control, and unverified access routes.
Common control gaps
These are narrower pages on the access routes and control assumptions that usually go wrong too late.
How to verify hosting access before sign-off
A short, technical check for confirming the live admin route really belongs to the incoming team.
How to check analytics admin access before handover
What to confirm before assuming reporting is safely under agency control.
How to hand over paid media accounts safely
Admin rights, billing control, and campaign infrastructure are often where real risk remains.
Shared files are not the same as controlled files
A sharper positioning piece on why visibility is not the same as custody.
Focused guides
More specific reads for teams working in healthcare, branding, content, web, and paid media.
Regulated delivery
Healthcare communications
Veeva, source materials, freelancer-held digital assets, and regulated delivery control.
Sites and platforms
Web projects
Editable source files, CMS routes, deployment access, analytics, and domain control.
Campaign control
Paid media
Ad account control, reporting access, creative ownership, and platform dependencies.
Source file control
Brand identity
Source files, font licensing, asset libraries, and editable identity materials.
Operational continuity
Content operations
Master copy docs, publishing routes, asset libraries, and the working context behind delivery.