The client should retain primary ownership of business profiles, domains, phone assets, and source data. The agency should receive delegated, revocable access and platform authorization needed to do the work. This protects continuity while preserving clear accountability for day-to-day management.
What to do next
Separate ownership and management
Document which account controls each profile, who can recover access, and which agency users or tools can publish changes.
Use business-controlled identities
Avoid personal employee accounts as the only owner. Use named company-controlled accounts and individual delegated users where platforms support them.
Plan the exit at onboarding
Agree on exports, access removal, software disconnection, open cases, credentials, and final accuracy checks before the engagement begins.
Useful tools to explore
These products are relevant to the workflow. Verify current capabilities, pricing, coverage, and contract terms with each vendor.
Before you decide
- Client retains primary ownership
- Agency access is individually assigned
- Recovery paths are documented
Agency ownership may feel convenient during onboarding but creates avoidable business-continuity risk during staff or vendor changes.
Notes from the operating side
A clean access model protects both parties: the client keeps the asset, and the agency has documented authority to operate it.
Agency lens
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