Open the CSV in Excel, or import it into Google Sheets and choose comma-separated values. Save your working copy in a controlled location. The CSV contains the rows below and space for your notes; it has no macros, formulas or live account connection.
How to use the template
Inventory ownership before exporting reports
Identify who controls the advertising account, domain, hosting, Analytics property, event source, billing and CRM. Access to a campaign dashboard does not prove ownership of those dependencies. Put each responsible person or team in the working copy.
Verify the incoming team's access
Use individual access grants and the provider's current process. Google documents adding an administrator before removing the outgoing user's access. Have the authorized incoming owner confirm the correct account and capabilities before removing a dependency the business still needs.
Transfer the reasons behind the settings
Exports show what exists, but rarely explain why a target, exclusion or experiment was chosen. Attach a short decision history and unresolved questions. Include automation rules and scheduled processes that could change the account after the new team begins work.
Agree on the first operating window
Choose who may change spend, when the first review will happen and how urgent issues are escalated. Avoid a simultaneous reset of tracking, budgets, creative and ownership unless a concrete incident requires it. A stable handover gives the next team a usable baseline.
Preview the worksheet
Every row shown here is included in the download. Scroll the table horizontally on a small screen.
| Handover area | What the incoming team needs | Evidence of completion |
|---|---|---|
| Business brief | Offer, eligible customers, economics and current priorities | Dated brief accepted by the business owner |
| Ownership | Business-controlled account and administrator ownership | Incoming authorized admin confirms correct account |
| Access | Named users, roles and manager relationships | Least-required access confirmed without shared passwords |
| Billing | Billing owner, payment process and approved allowance | Owner confirms continuity and escalation contact |
| Measurement | Analytics, tag manager and event-source ownership | Authorized users can inspect relevant configuration |
| Definitions | Primary outcomes, conversion windows and value treatment | Metric dictionary with business-system references |
| Data flow | Form, CRM, offline import and order dependencies | Documented path with owners and known failures |
| Assets | Creative files, usage rights and current offer approvals | Accessible source files and approval references |
| Destinations | Domains, landing pages, hosting and form ownership | Incoming owner verifies each operational dependency |
| Campaigns | Active structure, exclusions and current budget plan | Dated export plus explanation of important choices |
| Automation | Rules, scripts, scheduled reports and integrations | Owner and intended behavior for every active automation |
| Experiments | Open tests, hypotheses and stopping rules | Experiment brief and current status |
| History | Recent material changes and mature results | Change log with evidence and uncertainty |
| Risks | Unresolved blockers, rejections or tracking issues | Issue list with next action and owner |
| Transition | Freeze window and first review meeting | Agreed change authority and escalation process |
| Exit | Revoke outgoing access only after continuity is verified | Authorized owner confirms replacement access and dependencies |
Worked review example
Illustrative handover: the incoming agency can view campaigns but cannot access the form integration that delivers leads. The outgoing agency owns that integration and plans to remove its subscription.
The handover remains incomplete until the business has a verified replacement path and an owner. Marking 'ad account access granted' as complete does not close the dependency. Record the continuity check before authorizing the old integration's removal.
What this template does and does not establish
A checklist does not authorize access changes or transfer contractual ownership. Use the business owner's permissions and current provider process. Do not put passwords, recovery codes, customer records or secret tokens in this worksheet.